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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 | $5,249 | $105,929-95.0% | $81,926-93.6% | $158,950-96.7% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 28.62% | 38.19%-9.6pp | 29.49%-0.9pp | 302.91%-274.3pp |
| Employer contribution / active EE | $536 | $7,802-93.1% | $4,310-87.6% | $4,762-88.8% |
| Participant deferral / active EE | $536 | $13,007-95.9% | $7,108-92.5% | $5,983-91.0% |
| Admin fee / account holder | $19 | $8,492-99.8% | $5,159-99.6% | $11,248-99.8% |