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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 | $5,764 | $147,556-96.1% | $129,031-95.5% | $198,609-97.1% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 28.54% | 37.41%-8.9pp | 34.67%-6.1pp | 202.70%-174.2pp |
| Employer contribution / active EE | $908 | $3,645-75.1% | $3,226-71.8% | $5,055-82.0% |
| Participant deferral / active EE | $1,009 | $5,760-82.5% | $5,217-80.7% | $6,977-85.5% |
| Admin fee / account holder | $48 | $15,467-99.7% | $13,208-99.6% | $19,030-99.8% |