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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 | $3,626 | $107,809-96.6% | $97,032-96.3% | $155,188-97.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 20.23% | 38.06%-17.8pp | 35.38%-15.1pp | 148.84%-128.6pp |
| Employer contribution / active EE | $768 | $2,911-73.6% | $2,629-70.8% | $4,248-81.9% |
| Participant deferral / active EE | $901 | $5,129-82.4% | $4,672-80.7% | $6,531-86.2% |
| Admin fee / account holder | $24 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |