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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 | $2,057 | $71,230-97.1% | $93,727-97.8% | $80,959-97.5% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-2.0pp |
| Annual return | 18.45% | 11.26%+7.2pp | 133.83%-115.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $568 | $1,565-63.7% | $2,421-76.5% | $2,757-79.4% |
| Participant deferral / active EE | $727 | $4,037-82.0% | $4,417-83.5% | $4,300-83.1% |
| Admin fee / account holder | $31 | $6,961-99.6% | $8,292-99.6% | $6,925-99.6% |