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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 | $8,438 | $123,155-93.1% | $108,753-92.2% | $155,188-94.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 19.93% | 44.73%-24.8pp | 37.47%-17.5pp | 148.84%-128.9pp |
| Employer contribution / active EE | $893 | $2,811-68.2% | $2,427-63.2% | $4,248-79.0% |
| Participant deferral / active EE | $784 | $4,623-83.0% | $4,115-80.9% | $6,531-88.0% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |