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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 | $10,241 | $99,875-89.7% | $146,866-93.0% | $86,983-88.2% |
| Participation rate | 31.3% | 75.8%-44.6pp | 82.5%-51.3pp | 69.5%-38.3pp |
| Annual return | 20.00% | 28.10%-8.1pp | 102.85%-82.9pp | 25.83%-5.8pp |
| Employer contribution / active EE | $314 | $3,224-90.3% | $4,425-92.9% | $2,584-87.9% |
| Participant deferral / active EE | $685 | $6,322-89.2% | $7,759-91.2% | $4,194-83.7% |
| Admin fee / account holder | $102 | $7,838-98.7% | $13,620-99.3% | $7,856-98.7% |