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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 | $5,211 | $211,224-97.5% | $178,505-97.1% | $145,897-96.4% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 16.92% | 30.28%-13.4pp | 27.16%-10.2pp | 552.29%-535.4pp |
| Employer contribution / active EE | $725 | $4,577-84.2% | $3,955-81.7% | $4,663-84.5% |
| Participant deferral / active EE | $1,087 | $6,966-84.4% | $6,280-82.7% | $6,689-83.7% |
| Admin fee / account holder | $68 | $12,109-99.4% | $10,428-99.3% | $13,390-99.5% |