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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 | $3,447 | $103,164-96.7% | $90,259-96.2% | $154,746-97.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 25.58% | 19.25%+6.3pp | 18.88%+6.7pp | 172.34%-146.8pp |
| Employer contribution / active EE | $473 | $2,532-81.3% | $2,291-79.3% | $4,379-89.2% |
| Participant deferral / active EE | $710 | $4,422-83.9% | $3,827-81.4% | $6,730-89.5% |
| Admin fee / account holder | $20 | $8,593-99.8% | $7,267-99.7% | $14,365-99.9% |