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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 | $6,249 | $114,013-94.5% | $103,693-94.0% | $155,188-96.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 19.88% | 49.31%-29.4pp | 47.61%-27.7pp | 148.84%-129.0pp |
| Employer contribution / active EE | $390 | $3,131-87.6% | $2,920-86.7% | $4,248-90.8% |
| Participant deferral / active EE | $779 | $4,970-84.3% | $4,579-83.0% | $6,531-88.1% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,858-99.2% | $14,480-99.6% |