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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 | $4,864 | $182,442-97.3% | $163,379-97.0% | $138,895-96.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 22.34% | 72.74%-50.4pp | 63.41%-41.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $695 | $4,159-83.3% | $3,752-81.5% | $4,194-83.4% |
| Participant deferral / active EE | $861 | $6,817-87.4% | $6,282-86.3% | $6,396-86.5% |
| Admin fee / account holder | $16 | $10,396-99.9% | $9,818-99.8% | $12,562-99.9% |