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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 | $5,564 | $136,860-95.9% | $120,344-95.4% | $154,746-96.4% |
| Participation rate | 53.8% | 79.9%-26.0pp | 76.7%-22.9pp | 80.7%-26.9pp |
| Annual return | 25.28% | 21.38%+3.9pp | 20.30%+5.0pp | 172.34%-147.1pp |
| Employer contribution / active EE | $993 | $3,533-71.9% | $3,020-67.1% | $4,379-77.3% |
| Participant deferral / active EE | $1,754 | $5,793-69.7% | $5,135-65.8% | $6,730-73.9% |
| Admin fee / account holder | $146 | $15,393-99.1% | $12,742-98.9% | $14,365-99.0% |