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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 | $103,164-97.1% | $90,259-96.7% | $154,746-98.1% |
| Participation rate | 69.2% | 76.1%-6.9pp | 70.7%-1.5pp | 80.7%-11.5pp |
| Annual return | 22.21% | 19.25%+3.0pp | 18.88%+3.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $285 | $2,532-88.7% | $2,291-87.6% | $4,379-93.5% |
| Participant deferral / active EE | $341 | $4,422-92.3% | $3,827-91.1% | $6,730-94.9% |
| Admin fee / account holder | $10 | $8,593-99.9% | $7,267-99.9% | $14,365-99.9% |