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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 | $4,366 | $103,164-95.8% | $90,259-95.2% | $154,746-97.2% |
| Participation rate | 60.0% | 76.1%-16.1pp | 70.7%-10.7pp | 80.7%-20.7pp |
| Annual return | 19.11% | 19.25%-0.1pp | 18.88%+0.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $342 | $2,532-86.5% | $2,291-85.1% | $4,379-92.2% |
| Participant deferral / active EE | $798 | $4,422-82.0% | $3,827-79.1% | $6,730-88.1% |
| Admin fee / account holder | $6 | $8,593-99.9% | $7,267-99.9% | $14,365-100.0% |