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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 | $5,231 | $85,171-93.9% | $172,752-97.0% | $72,975-92.8% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 29.36% | 27.32%+2.0pp | 802.97%-773.6pp | 81.01%-51.7pp |
| Employer contribution / active EE | $425 | $3,324-87.2% | $5,144-91.7% | $2,440-82.6% |
| Participant deferral / active EE | $522 | $3,260-84.0% | $5,198-90.0% | $3,608-85.5% |
| Admin fee / account holder | $3 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |