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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 | $3,140 | $95,383-96.7% | $185,837-98.3% | $85,856-96.3% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.7pp |
| Annual return | 14.64% | 23.59%-8.9pp | 122.08%-107.4pp | 318.58%-303.9pp |
| Employer contribution / active EE | $482 | $3,313-85.5% | $5,168-90.7% | $2,565-81.2% |
| Participant deferral / active EE | $610 | $3,423-82.2% | $5,568-89.0% | $3,952-84.6% |
| Admin fee / account holder | $174 | $7,213-97.6% | $16,241-98.9% | $6,261-97.2% |