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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 | $3,624 | $114,013-96.8% | $103,693-96.5% | $155,188-97.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | 21.56% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $420 | $3,131-86.6% | $2,920-85.6% | $4,248-90.1% |
| Participant deferral / active EE | $818 | $4,970-83.5% | $4,579-82.1% | $6,531-87.5% |
| Admin fee / account holder | $45 | $8,407-99.5% | $7,858-99.4% | $14,480-99.7% |