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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 | $3,397 | $97,125-96.5% | $86,233-96.1% | $137,256-97.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.05% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $734 | $2,841-74.2% | $2,504-70.7% | $4,156-82.4% |
| Participant deferral / active EE | $789 | $5,180-84.8% | $4,559-82.7% | $6,407-87.7% |
| Admin fee / account holder | $172 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |