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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 | $1,839 | $58,099-96.8% | $76,902-97.6% | $75,177-97.6% |
| Participation rate | 54.5% | 63.9%-9.3pp | 69.6%-15.1pp | 67.2%-12.7pp |
| Annual return | 32.73% | 26.71%+6.0pp | 37.91%-5.2pp | 160.75%-128.0pp |
| Employer contribution / active EE | $700 | $1,996-64.9% | $2,534-72.4% | $2,671-73.8% |
| Participant deferral / active EE | $820 | $2,999-72.7% | $3,833-78.6% | $4,126-80.1% |
| Admin fee / account holder | $85 | $4,778-98.2% | $5,479-98.4% | $5,651-98.5% |