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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 | $2,710 | $100,279-97.3% | $81,353-96.7% | $145,884-98.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 22.52% | 34.49%-12.0pp | 24.82%-2.3pp | 551.85%-529.3pp |
| Employer contribution / active EE | $503 | $2,979-83.1% | $2,464-79.6% | $4,662-89.2% |
| Participant deferral / active EE | $755 | $4,611-83.6% | $3,885-80.6% | $6,690-88.7% |
| Admin fee / account holder | $6 | $8,206-99.9% | $5,766-99.9% | $13,392-100.0% |