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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 | $225,673-97.4% | $203,872-97.2% | $155,188-96.3% |
| Participation rate | 61.5% | 80.3%-18.8pp | 77.8%-16.3pp | 80.8%-19.3pp |
| Annual return | 21.33% | 95.91%-74.6pp | 85.11%-63.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $564 | $4,099-86.2% | $3,757-85.0% | $4,248-86.7% |
| Participant deferral / active EE | $655 | $6,893-90.5% | $6,388-89.7% | $6,531-90.0% |
| Admin fee / account holder | $17 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |