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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 | $5,650 | $124,425-95.5% | $112,040-95.0% | $137,256-95.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 19.48% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $820 | $3,411-76.0% | $2,954-72.2% | $4,156-80.3% |
| Participant deferral / active EE | $1,091 | $5,718-80.9% | $5,098-78.6% | $6,407-83.0% |
| Admin fee / account holder | $29 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |