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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,394 | $100,970-91.7% | $96,576-91.3% | $137,256-93.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 20.80% | 38.16%-17.4pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $116 | $3,809-97.0% | $3,553-96.7% | $4,156-97.2% |
| Participant deferral / active EE | $289 | $8,286-96.5% | $7,956-96.4% | $6,407-95.5% |
| Admin fee / account holder | $42 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |