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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 | $99,380-95.6% | $90,312-95.2% | $155,188-97.2% |
| Participation rate | 60.0% | 77.3%-17.3pp | 72.9%-12.9pp | 80.8%-20.8pp |
| Annual return | 19.11% | 19.35%-0.2pp | 18.90%+0.2pp | 148.84%-129.7pp |
| Employer contribution / active EE | $342 | $2,390-85.7% | $2,243-84.7% | $4,248-91.9% |
| Participant deferral / active EE | $798 | $4,212-81.1% | $3,749-78.7% | $6,531-87.8% |
| Admin fee / account holder | $6 | $9,766-99.9% | $8,248-99.9% | $14,480-100.0% |