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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 | $1,128 | $123,155-99.1% | $108,753-99.0% | $155,188-99.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 40.79% | 44.73%-3.9pp | 37.47%+3.3pp | 148.84%-108.0pp |
| Employer contribution / active EE | $508 | $2,811-81.9% | $2,427-79.1% | $4,248-88.0% |
| Participant deferral / active EE | $640 | $4,623-86.1% | $4,115-84.4% | $6,531-90.2% |
| Admin fee / account holder | $232 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |