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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 | $115,225-92.7% | $100,712-91.6% | $138,895-93.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 19.93% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $893 | $2,771-67.8% | $2,313-61.4% | $4,194-78.7% |
| Participant deferral / active EE | $784 | $4,699-83.3% | $4,085-80.8% | $6,396-87.7% |
| Admin fee / account holder | $30 | $10,844-99.7% | $9,256-99.7% | $12,562-99.8% |