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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 | $7,702 | $103,392-92.6% | $87,104-91.2% | $152,897-95.0% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.9%-30.7pp | 82.5%-36.3pp |
| Annual return | 26.96% | 28.10%-1.1pp | 28.19%-1.2pp | 345.43%-318.5pp |
| Employer contribution / active EE | $640 | $3,221-80.1% | $2,521-74.6% | $4,764-86.6% |
| Participant deferral / active EE | $826 | $4,778-82.7% | $4,048-79.6% | $5,851-85.9% |
| Admin fee / account holder | $82 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |