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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 | $2,081 | $107,809-98.1% | $97,032-97.9% | $155,188-98.7% |
| Participation rate | 43.5% | 75.5%-32.0pp | 71.6%-28.1pp | 80.8%-37.3pp |
| Annual return | 27.45% | 38.06%-10.6pp | 35.38%-7.9pp | 148.84%-121.4pp |
| Employer contribution / active EE | $436 | $2,911-85.0% | $2,629-83.4% | $4,248-89.7% |
| Participant deferral / active EE | $656 | $5,129-87.2% | $4,672-86.0% | $6,531-90.0% |
| Admin fee / account holder | $261 | $10,717-97.6% | $9,418-97.2% | $14,480-98.2% |