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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 | $3,285 | $100,139-96.7% | $85,187-96.1% | $145,884-97.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 27.45% | 84.15%-56.7pp | 66.67%-39.2pp | 551.85%-524.4pp |
| Employer contribution / active EE | $617 | $3,238-81.0% | $2,732-77.4% | $4,662-86.8% |
| Participant deferral / active EE | $240 | $5,296-95.5% | $4,525-94.7% | $6,690-96.4% |
| Admin fee / account holder | $246 | $7,262-96.6% | $6,162-96.0% | $13,392-98.2% |