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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 | $4,515 | $157,829-97.1% | $136,867-96.7% | $198,609-97.7% |
| Participation rate | 64.3% | 77.2%-12.9pp | 74.5%-10.3pp | 82.4%-18.1pp |
| Annual return | 21.04% | 51.25%-30.2pp | 42.97%-21.9pp | 202.70%-181.7pp |
| Employer contribution / active EE | $814 | $3,923-79.2% | $3,547-77.0% | $5,055-83.9% |
| Participant deferral / active EE | $995 | $5,463-81.8% | $4,924-79.8% | $6,977-85.7% |
| Admin fee / account holder | $26 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |