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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 | $4,876 | $85,060-94.3% | $70,565-93.1% | $139,487-96.5% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.4%-9.5pp | 80.3%-21.5pp |
| Annual return | 22.52% | 30.39%-7.9pp | 32.79%-10.3pp | 373.84%-351.3pp |
| Employer contribution / active EE | $802 | $3,912-79.5% | $2,976-73.0% | $4,755-83.1% |
| Participant deferral / active EE | $956 | $5,891-83.8% | $4,568-79.1% | $6,713-85.8% |
| Admin fee / account holder | $12 | $8,932-99.9% | $6,430-99.8% | $11,407-99.9% |