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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 | $4,243 | $85,060-95.0% | $70,565-94.0% | $139,487-97.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 32.79% | 30.39%+2.4pp | 32.79%0pp | 373.84%-341.0pp |
| Employer contribution / active EE | $781 | $3,912-80.0% | $2,976-73.8% | $4,755-83.6% |
| Participant deferral / active EE | $797 | $5,891-86.5% | $4,568-82.6% | $6,713-88.1% |
| Admin fee / account holder | $70 | $8,932-99.2% | $6,430-98.9% | $11,407-99.4% |