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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 | $3,013 | $99,380-97.0% | $90,312-96.7% | $155,188-98.1% |
| Participation rate | 69.2% | 77.3%-8.1pp | 72.9%-3.7pp | 80.8%-11.6pp |
| Annual return | 22.21% | 19.35%+2.9pp | 18.90%+3.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $285 | $2,390-88.1% | $2,243-87.3% | $4,248-93.3% |
| Participant deferral / active EE | $341 | $4,212-91.9% | $3,749-90.9% | $6,531-94.8% |
| Admin fee / account holder | $10 | $9,766-99.9% | $8,248-99.9% | $14,480-99.9% |