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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 | $5,006 | $99,380-95.0% | $90,312-94.5% | $155,188-96.8% |
| Participation rate | 7.7% | 77.3%-69.7pp | 72.9%-65.2pp | 80.8%-73.1pp |
| Annual return | 20.38% | 19.35%+1.0pp | 18.90%+1.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $24 | $2,390-99.0% | $2,243-98.9% | $4,248-99.4% |
| Participant deferral / active EE | $24 | $4,212-99.4% | $3,749-99.4% | $6,531-99.6% |
| Admin fee / account holder | $56 | $9,766-99.4% | $8,248-99.3% | $14,480-99.6% |