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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 | $112,729-93.3% | $98,716-92.4% | $137,256-94.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 19.13% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $860 | $2,725-68.4% | $2,279-62.2% | $4,156-79.3% |
| Participant deferral / active EE | $889 | $4,640-80.8% | $4,048-78.0% | $6,407-86.1% |
| Admin fee / account holder | $45 | $10,129-99.6% | $8,703-99.5% | $12,270-99.6% |