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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 | $4,277 | $124,425-96.6% | $112,040-96.2% | $137,256-96.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 32.90% | 24.72%+8.2pp | 24.52%+8.4pp | 220.34%-187.4pp |
| Employer contribution / active EE | $1,042 | $3,411-69.5% | $2,954-64.7% | $4,156-74.9% |
| Participant deferral / active EE | $1,042 | $5,718-81.8% | $5,098-79.6% | $6,407-83.7% |
| Admin fee / account holder | $23 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |