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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 | $5,085 | $107,733-95.3% | $92,985-94.5% | $154,746-96.7% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 23.48% | 30.39%-6.9pp | 27.99%-4.5pp | 172.34%-148.9pp |
| Employer contribution / active EE | $586 | $3,126-81.2% | $2,662-78.0% | $4,379-86.6% |
| Participant deferral / active EE | $733 | $5,053-85.5% | $4,377-83.3% | $6,730-89.1% |
| Admin fee / account holder | $9 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |