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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 | $4,423 | $110,307-96.0% | $96,576-95.4% | $139,456-96.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 30.56% | 26.40%+4.2pp | 25.87%+4.7pp | 373.45%-342.9pp |
| Employer contribution / active EE | $940 | $3,619-74.0% | $2,965-68.3% | $4,753-80.2% |
| Participant deferral / active EE | $1,132 | $5,547-79.6% | $4,851-76.7% | $6,711-83.1% |
| Admin fee / account holder | $25 | $11,597-99.8% | $8,253-99.7% | $11,407-99.8% |