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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 | $126,661-96.6% | $113,397-96.2% | $138,895-96.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 28.07% | 25.05%+3.0pp | 23.20%+4.9pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,020 | $3,456-70.5% | $2,977-65.7% | $4,194-75.7% |
| Participant deferral / active EE | $1,181 | $5,693-79.2% | $5,076-76.7% | $6,396-81.5% |
| Admin fee / account holder | $24 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |