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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 | $147,556-97.7% | $129,031-97.4% | $198,609-98.3% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 16.05% | 37.41%-21.4pp | 34.67%-18.6pp | 202.70%-186.6pp |
| Employer contribution / active EE | $734 | $3,645-79.9% | $3,226-77.3% | $5,055-85.5% |
| Participant deferral / active EE | $789 | $5,760-86.3% | $5,217-84.9% | $6,977-88.7% |
| Admin fee / account holder | $172 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |