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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 | $5,364 | $106,749-95.0% | $145,433-96.3% | $82,448-93.5% |
| Participation rate | 63.4% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 18.96% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $705 | $3,444-79.5% | $4,554-84.5% | $2,551-72.4% |
| Participant deferral / active EE | $705 | $6,519-89.2% | $7,897-91.1% | $4,139-83.0% |
| Admin fee / account holder | $129 | $8,390-98.5% | $13,129-99.0% | $7,234-98.2% |