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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 | $3,614 | $77,814-95.4% | $158,223-97.7% | $86,983-95.8% |
| Participation rate | 68.4% | 68.4%0pp | 79.2%-10.8pp | 69.5%-1.1pp |
| Annual return | 20.62% | 30.54%-9.9pp | 52.09%-31.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $510 | $2,592-80.3% | $4,109-87.6% | $2,584-80.2% |
| Participant deferral / active EE | $563 | $3,270-82.8% | $5,467-89.7% | $4,194-86.6% |
| Admin fee / account holder | $19 | $5,879-99.7% | $16,047-99.9% | $7,856-99.8% |