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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 | $2,204 | $85,024-97.4% | $70,544-96.9% | $139,466-98.4% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.4%-43.4pp | 80.3%-55.3pp |
| Annual return | 38.22% | 30.39%+7.8pp | 32.79%+5.4pp | 373.66%-335.4pp |
| Employer contribution / active EE | $533 | $3,912-86.4% | $2,976-82.1% | $4,754-88.8% |
| Participant deferral / active EE | $799 | $5,891-86.4% | $4,568-82.5% | $6,712-88.1% |
| Admin fee / account holder | $31 | $8,928-99.7% | $6,427-99.5% | $11,409-99.7% |