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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 | $108,882-96.7% | $96,754-96.3% | $154,746-97.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 20.23% | 98.39%-78.2pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $768 | $3,018-74.6% | $2,679-71.3% | $4,379-82.5% |
| Participant deferral / active EE | $901 | $5,323-83.1% | $4,758-81.1% | $6,730-86.6% |
| Admin fee / account holder | $24 | $10,200-99.8% | $8,905-99.7% | $14,365-99.8% |