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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 | $138,312-95.9% | $122,979-95.4% | $155,188-96.4% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 19.48% | 22.06%-2.6pp | 20.12%-0.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $820 | $3,530-76.8% | $3,062-73.2% | $4,248-80.7% |
| Participant deferral / active EE | $1,091 | $5,592-80.5% | $5,003-78.2% | $6,531-83.3% |
| Admin fee / account holder | $29 | $15,089-99.8% | $12,864-99.8% | $14,480-99.8% |