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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 | $102,245-95.7% | $89,340-95.1% | $137,256-96.8% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 19.11% | 21.89%-2.8pp | 20.57%-1.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $342 | $2,529-86.5% | $2,231-84.7% | $4,156-91.8% |
| Participant deferral / active EE | $798 | $4,436-82.0% | $3,823-79.1% | $6,407-87.5% |
| Admin fee / account holder | $6 | $8,085-99.9% | $6,704-99.9% | $12,270-100.0% |