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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 | $11,468 | $94,749-87.9% | $112,899-89.8% | $139,456-91.8% |
| Participation rate | 63.6% | 81.3%-17.6pp | 80.5%-16.9pp | 80.3%-16.7pp |
| Annual return | 23.83% | 40.92%-17.1pp | 34.11%-10.3pp | 373.45%-349.6pp |
| Employer contribution / active EE | $2,775 | $4,630-40.1% | $4,566-39.2% | $4,753-41.6% |
| Participant deferral / active EE | $1,865 | $6,517-71.4% | $6,516-71.4% | $6,711-72.2% |
| Admin fee / account holder | $26 | $8,530-99.7% | $7,047-99.6% | $11,407-99.8% |