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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 | $2,111 | $45,082-95.3% | $69,464-97.0% | $72,975-97.1% |
| Participation rate | 68.7% | 68.5%+0.2pp | 74.6%-5.9pp | 69.5%-0.8pp |
| Annual return | 29.78% | 22.66%+7.1pp | 28.98%+0.8pp | 81.01%-51.2pp |
| Employer contribution / active EE | $455 | $2,055-77.9% | $2,779-83.6% | $2,440-81.4% |
| Participant deferral / active EE | $54 | $2,604-97.9% | $3,536-98.5% | $3,608-98.5% |
| Admin fee / account holder | $96 | $3,057-96.9% | $3,840-97.5% | $5,124-98.1% |