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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 | $8,922 | $98,240-90.9% | $82,312-89.2% | $147,586-94.0% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 17.75% | 30.85%-13.1pp | 25.88%-8.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $738 | $3,192-76.9% | $2,428-69.6% | $4,876-84.9% |
| Participant deferral / active EE | $1,250 | $4,383-71.5% | $3,706-66.3% | $5,439-77.0% |
| Admin fee / account holder | $98 | $8,563-98.9% | $5,608-98.3% | $10,886-99.1% |