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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 | $8,258 | $123,155-93.3% | $108,753-92.4% | $155,188-94.7% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 19.92% | 44.73%-24.8pp | 37.47%-17.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $459 | $2,811-83.7% | $2,427-81.1% | $4,248-89.2% |
| Participant deferral / active EE | $651 | $4,623-85.9% | $4,115-84.2% | $6,531-90.0% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |