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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 | $2,316 | $97,125-97.6% | $86,233-97.3% | $137,256-98.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 15.92% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $369 | $2,841-87.0% | $2,504-85.3% | $4,156-91.1% |
| Participant deferral / active EE | $369 | $5,180-92.9% | $4,559-91.9% | $6,407-94.2% |
| Admin fee / account holder | $61 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |