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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 | $4,368 | $81,358-94.6% | $155,556-97.2% | $80,959-94.6% |
| Participation rate | 65.4% | 66.3%-0.9pp | 78.2%-12.8pp | 67.7%-2.3pp |
| Annual return | 11.87% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $619 | $3,106-80.1% | $4,675-86.8% | $2,757-77.6% |
| Participant deferral / active EE | $735 | $3,455-78.7% | $5,631-86.9% | $4,300-82.9% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |