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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 | $3,518 | $106,974-96.7% | $90,796-96.1% | $138,895-97.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.5%-19.5pp | 79.9%-29.9pp |
| Annual return | 21.31% | 20.10%+1.2pp | 19.29%+2.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $704 | $2,609-73.0% | $2,294-69.3% | $4,194-83.2% |
| Participant deferral / active EE | $706 | $4,455-84.2% | $3,822-81.5% | $6,396-89.0% |
| Admin fee / account holder | $34 | $8,626-99.6% | $7,024-99.5% | $12,562-99.7% |