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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 | $5,904 | $107,809-94.5% | $97,032-93.9% | $155,188-96.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 32.05% | 38.06%-6.0pp | 35.38%-3.3pp | 148.84%-116.8pp |
| Employer contribution / active EE | $587 | $2,911-79.8% | $2,629-77.7% | $4,248-86.2% |
| Participant deferral / active EE | $733 | $5,129-85.7% | $4,672-84.3% | $6,531-88.8% |
| Admin fee / account holder | $9 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |