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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 | $1,794 | $100,073-98.2% | $85,126-97.9% | $145,877-98.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 12.26% | 84.11%-71.9pp | 66.63%-54.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $418 | $3,236-87.1% | $2,731-84.7% | $4,663-91.0% |
| Participant deferral / active EE | $448 | $5,294-91.5% | $4,523-90.1% | $6,691-93.3% |
| Admin fee / account holder | $279 | $7,261-96.2% | $6,160-95.5% | $13,402-97.9% |