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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 | $3,500 | $49,255-92.9% | $70,494-95.0% | $79,856-95.6% |
| Participation rate | 68.0% | 69.2%-1.2pp | 75.1%-7.1pp | 69.6%-1.6pp |
| Annual return | 26.14% | 30.10%-4.0pp | 109.16%-83.0pp | 31.71%-5.6pp |
| Employer contribution / active EE | $415 | $2,100-80.2% | $2,738-84.8% | $2,471-83.2% |
| Participant deferral / active EE | $548 | $2,768-80.2% | $3,711-85.2% | $3,741-85.3% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |