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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 | $6,666 | $177,156-96.2% | $147,027-95.5% | $154,746-95.7% |
| Participation rate | 20.0% | 79.4%-59.4pp | 73.7%-53.7pp | 80.7%-60.7pp |
| Annual return | 19.54% | 21.94%-2.4pp | 20.23%-0.7pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,070 | $4,336-75.3% | $3,626-70.5% | $4,379-75.6% |
| Participant deferral / active EE | $280 | $5,797-95.2% | $4,933-94.3% | $6,730-95.8% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |