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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 | $3,378 | $102,938-96.7% | $94,105-96.4% | $138,895-97.6% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 24.07% | 250.28%-226.2pp | 204.55%-180.5pp | 145.39%-121.3pp |
| Employer contribution / active EE | $578 | $2,732-78.8% | $2,504-76.9% | $4,194-86.2% |
| Participant deferral / active EE | $578 | $4,196-86.2% | $3,881-85.1% | $6,396-91.0% |
| Admin fee / account holder | $5 | $6,600-99.9% | $6,199-99.9% | $12,562-100.0% |