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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 | $5,717 | $111,814-94.9% | $103,378-94.5% | $145,978-96.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.20% | 24.80%-6.6pp | 24.91%-6.7pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,036 | $4,215-75.4% | $3,870-73.2% | $4,662-77.8% |
| Participant deferral / active EE | $1,283 | $5,618-77.2% | $5,058-74.6% | $6,690-80.8% |
| Admin fee / account holder | $16 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |