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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 | $6,921 | $112,729-93.9% | $98,716-93.0% | $137,256-95.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.31% | 38.48%-17.2pp | 31.81%-10.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $483 | $2,725-82.3% | $2,279-78.8% | $4,156-88.4% |
| Participant deferral / active EE | $993 | $4,640-78.6% | $4,048-75.5% | $6,407-84.5% |
| Admin fee / account holder | $188 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |