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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 | $6,054 | $114,013-94.7% | $103,693-94.2% | $155,188-96.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 22.05% | 49.31%-27.3pp | 47.61%-25.6pp | 148.84%-126.8pp |
| Employer contribution / active EE | $385 | $3,131-87.7% | $2,920-86.8% | $4,248-90.9% |
| Participant deferral / active EE | $748 | $4,970-84.9% | $4,579-83.7% | $6,531-88.5% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |