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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 | $4,258 | $136,860-96.9% | $120,344-96.5% | $154,746-97.2% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 28.07% | 21.38%+6.7pp | 20.30%+7.8pp | 172.34%-144.3pp |
| Employer contribution / active EE | $1,020 | $3,533-71.1% | $3,020-66.2% | $4,379-76.7% |
| Participant deferral / active EE | $1,181 | $5,793-79.6% | $5,135-77.0% | $6,730-82.4% |
| Admin fee / account holder | $24 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |