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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 | $3,794 | $225,673-98.3% | $203,872-98.1% | $155,188-97.6% |
| Participation rate | 64.3% | 80.3%-16.0pp | 77.8%-13.5pp | 80.8%-16.5pp |
| Annual return | 19.97% | 95.91%-75.9pp | 85.11%-65.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $266 | $4,099-93.5% | $3,757-92.9% | $4,248-93.7% |
| Participant deferral / active EE | $754 | $6,893-89.1% | $6,388-88.2% | $6,531-88.5% |
| Admin fee / account holder | $107 | $12,327-99.1% | $11,730-99.1% | $14,480-99.3% |