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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 | $1,741 | $103,164-98.3% | $90,259-98.1% | $154,746-98.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 70.7%-10.7pp | 80.7%-20.7pp |
| Annual return | 23.75% | 19.25%+4.5pp | 18.88%+4.9pp | 172.34%-148.6pp |
| Employer contribution / active EE | $438 | $2,532-82.7% | $2,291-80.9% | $4,379-90.0% |
| Participant deferral / active EE | $665 | $4,422-85.0% | $3,827-82.6% | $6,730-90.1% |
| Admin fee / account holder | $48 | $8,593-99.4% | $7,267-99.3% | $14,365-99.7% |