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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 | $106,588-95.2% | $94,215-94.6% | $155,188-96.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 70.0%-10.0pp | 80.8%-20.8pp |
| Annual return | 23.48% | 29.39%-5.9pp | 28.22%-4.7pp | 148.84%-125.4pp |
| Employer contribution / active EE | $586 | $3,080-81.0% | $2,675-78.1% | $4,248-86.2% |
| Participant deferral / active EE | $733 | $4,802-84.7% | $4,276-82.9% | $6,531-88.8% |
| Admin fee / account holder | $9 | $12,281-99.9% | $10,216-99.9% | $14,480-99.9% |