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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 | $5,274 | $103,000-94.9% | $90,300-94.2% | $152,885-96.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 13.83% | 95.19%-81.4pp | 78.11%-64.3pp | 345.39%-331.6pp |
| Employer contribution / active EE | $575 | $3,138-81.7% | $2,854-79.9% | $4,763-87.9% |
| Participant deferral / active EE | $676 | $4,281-84.2% | $3,884-82.6% | $5,851-88.4% |
| Admin fee / account holder | $21 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |