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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 | $81,276-94.6% | $155,574-97.2% | $80,925-94.6% |
| Participation rate | 65.4% | 66.2%-0.9pp | 78.2%-12.8pp | 67.7%-2.3pp |
| Annual return | 11.87% | 33.36%-21.5pp | 64.87%-53.0pp | 35.65%-23.8pp |
| Employer contribution / active EE | $619 | $3,103-80.1% | $4,676-86.8% | $2,756-77.5% |
| Participant deferral / active EE | $735 | $3,453-78.7% | $5,629-86.9% | $4,299-82.9% |
| Admin fee / account holder | $19 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |