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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 | $2,867 | $102,938-97.2% | $94,105-97.0% | $138,895-97.9% |
| Participation rate | 56.3% | 74.6%-18.4pp | 71.9%-15.7pp | 79.9%-23.7pp |
| Annual return | 20.35% | 250.28%-229.9pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $383 | $2,732-86.0% | $2,504-84.7% | $4,194-90.9% |
| Participant deferral / active EE | $612 | $4,196-85.4% | $3,881-84.2% | $6,396-90.4% |
| Admin fee / account holder | $50 | $6,600-99.2% | $6,199-99.2% | $12,562-99.6% |