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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 | $2,844 | $70,121-95.9% | $63,803-95.5% | $138,895-98.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 19.95% | 946.48%-926.5pp | 543.72%-523.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $329 | $2,882-88.6% | $2,532-87.0% | $4,194-92.2% |
| Participant deferral / active EE | $622 | $4,535-86.3% | $3,843-83.8% | $6,396-90.3% |
| Admin fee / account holder | $286 | $6,738-95.8% | $5,196-94.5% | $12,562-97.7% |