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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 | $6,912 | $100,194-93.1% | $122,979-94.4% | $86,983-92.1% |
| Participation rate | 48.0% | 73.0%-25.0pp | 77.2%-29.2pp | 69.5%-21.5pp |
| Annual return | 25.29% | 16.47%+8.8pp | 20.12%+5.2pp | 25.83%-0.5pp |
| Employer contribution / active EE | $668 | $2,326-71.3% | $3,062-78.2% | $2,584-74.2% |
| Participant deferral / active EE | $802 | $4,133-80.6% | $5,003-84.0% | $4,194-80.9% |
| Admin fee / account holder | $20 | $10,148-99.8% | $12,864-99.8% | $7,856-99.7% |