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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 | $7,500 | $124,980-94.0% | $108,359-93.1% | $154,746-95.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 19.13% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $860 | $2,851-69.8% | $2,399-64.1% | $4,379-80.4% |
| Participant deferral / active EE | $889 | $4,743-81.3% | $4,137-78.5% | $6,730-86.8% |
| Admin fee / account holder | $45 | $11,502-99.6% | $9,741-99.5% | $14,365-99.7% |