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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 | $102,245-98.3% | $89,340-98.1% | $137,256-98.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 23.75% | 21.89%+1.9pp | 20.57%+3.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $438 | $2,529-82.7% | $2,231-80.4% | $4,156-89.5% |
| Participant deferral / active EE | $665 | $4,436-85.0% | $3,823-82.6% | $6,407-89.6% |
| Admin fee / account holder | $48 | $8,085-99.4% | $6,704-99.3% | $12,270-99.6% |