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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 | $4,394 | $107,809-95.9% | $97,032-95.5% | $155,188-97.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 29.81% | 38.06%-8.3pp | 35.38%-5.6pp | 148.84%-119.0pp |
| Employer contribution / active EE | $355 | $2,911-87.8% | $2,629-86.5% | $4,248-91.6% |
| Participant deferral / active EE | $405 | $5,129-92.1% | $4,672-91.3% | $6,531-93.8% |
| Admin fee / account holder | $17 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |