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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 | $5,143 | $114,013-95.5% | $103,693-95.0% | $155,188-96.7% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.5pp | 80.8%-34.6pp |
| Annual return | 19.53% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $491 | $3,131-84.3% | $2,920-83.2% | $4,248-88.4% |
| Participant deferral / active EE | $564 | $4,970-88.7% | $4,579-87.7% | $6,531-91.4% |
| Admin fee / account holder | $76 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |