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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 | $99,380-96.5% | $90,312-96.2% | $155,188-97.8% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 25.58% | 19.35%+6.2pp | 18.90%+6.7pp | 148.84%-123.3pp |
| Employer contribution / active EE | $473 | $2,390-80.2% | $2,243-78.9% | $4,248-88.9% |
| Participant deferral / active EE | $710 | $4,212-83.1% | $3,749-81.1% | $6,531-89.1% |
| Admin fee / account holder | $20 | $9,766-99.8% | $8,248-99.8% | $14,480-99.9% |