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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 | $6,275 | $112,729-94.4% | $98,716-93.6% | $137,256-95.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.75% | 38.48%-16.7pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $651 | $2,725-76.1% | $2,279-71.4% | $4,156-84.3% |
| Participant deferral / active EE | $817 | $4,640-82.4% | $4,048-79.8% | $6,407-87.2% |
| Admin fee / account holder | $31 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |