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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 | $6,606 | $124,980-94.7% | $108,359-93.9% | $154,746-95.7% |
| Participation rate | 65.2% | 75.2%-10.0pp | 70.1%-4.9pp | 80.7%-15.5pp |
| Annual return | 24.38% | 45.00%-20.6pp | 36.89%-12.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $650 | $2,851-77.2% | $2,399-72.9% | $4,379-85.2% |
| Participant deferral / active EE | $1,100 | $4,743-76.8% | $4,137-73.4% | $6,730-83.7% |
| Admin fee / account holder | $5 | $11,502-100.0% | $9,741-99.9% | $14,365-100.0% |