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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 | $4,141 | $147,594-97.2% | $121,871-96.6% | $198,609-97.9% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.2%-6.5pp | 82.4%-15.7pp |
| Annual return | 23.01% | 12.94%+10.1pp | 13.57%+9.4pp | 202.70%-179.7pp |
| Employer contribution / active EE | $571 | $3,007-81.0% | $2,731-79.1% | $5,055-88.7% |
| Participant deferral / active EE | $963 | $5,168-81.4% | $4,318-77.7% | $6,977-86.2% |
| Admin fee / account holder | $10 | $15,134-99.9% | $11,551-99.9% | $19,030-99.9% |