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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 | $4,670 | $87,166-94.6% | $76,735-93.9% | $137,256-96.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 20.33% | 26.50%-6.2pp | 29.77%-9.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $541 | $2,904-81.4% | $2,454-77.9% | $4,156-87.0% |
| Participant deferral / active EE | $552 | $4,726-88.3% | $4,088-86.5% | $6,407-91.4% |
| Admin fee / account holder | $30 | $8,403-99.6% | $7,189-99.6% | $12,270-99.8% |