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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 | $2,355 | $215,361-98.9% | $171,082-98.6% | $273,972-99.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $726 | $4,967-85.4% | $4,002-81.9% | $4,869-85.1% |
| Participant deferral / active EE | $726 | $5,543-86.9% | $4,797-84.9% | $5,287-86.3% |
| Admin fee / account holder | $12 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |