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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 | $2,894 | $112,729-97.4% | $98,716-97.1% | $137,256-97.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.94% | 38.48%-16.5pp | 31.81%-9.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $571 | $2,725-79.0% | $2,279-74.9% | $4,156-86.3% |
| Participant deferral / active EE | $946 | $4,640-79.6% | $4,048-76.6% | $6,407-85.2% |
| Admin fee / account holder | $16 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |