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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 | $5,779 | $182,442-96.8% | $163,379-96.5% | $138,895-95.8% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.8%-15.3pp | 79.9%-18.4pp |
| Annual return | 21.33% | 72.74%-51.4pp | 63.41%-42.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $564 | $4,159-86.4% | $3,752-85.0% | $4,194-86.6% |
| Participant deferral / active EE | $655 | $6,817-90.4% | $6,282-89.6% | $6,396-89.8% |
| Admin fee / account holder | $17 | $10,396-99.8% | $9,818-99.8% | $12,562-99.9% |