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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 | $4,109 | $114,013-96.4% | $103,693-96.0% | $155,188-97.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 26.83% | 49.31%-22.5pp | 47.61%-20.8pp | 148.84%-122.0pp |
| Employer contribution / active EE | $649 | $3,131-79.3% | $2,920-77.8% | $4,248-84.7% |
| Participant deferral / active EE | $768 | $4,970-84.5% | $4,579-83.2% | $6,531-88.2% |
| Admin fee / account holder | $5 | $8,407-99.9% | $7,858-99.9% | $14,480-100.0% |