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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 | $2,536 | $110,303-97.7% | $95,759-97.4% | $139,487-98.2% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 25.10% | 27.19%-2.1pp | 28.42%-3.3pp | 373.84%-348.7pp |
| Employer contribution / active EE | $333 | $3,261-89.8% | $2,836-88.3% | $4,755-93.0% |
| Participant deferral / active EE | $630 | $4,674-86.5% | $4,244-85.2% | $6,713-90.6% |
| Admin fee / account holder | $46 | $6,615-99.3% | $5,678-99.2% | $11,407-99.6% |