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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 | $5,914 | $114,013-94.8% | $103,693-94.3% | $155,188-96.2% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.1pp | 80.8%-19.3pp |
| Annual return | 28.81% | 49.31%-20.5pp | 47.61%-18.8pp | 148.84%-120.0pp |
| Employer contribution / active EE | $400 | $3,131-87.2% | $2,920-86.3% | $4,248-90.6% |
| Participant deferral / active EE | $679 | $4,970-86.3% | $4,579-85.2% | $6,531-89.6% |
| Admin fee / account holder | $68 | $8,407-99.2% | $7,858-99.1% | $14,480-99.5% |