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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 | $1,748 | $109,908-98.4% | $97,161-98.2% | $145,978-98.8% |
| Participation rate | 68.2% | 75.9%-7.8pp | 72.7%-4.5pp | 80.3%-12.1pp |
| Annual return | 10.32% | 243.80%-233.5pp | 75.36%-65.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $429 | $3,077-86.0% | $2,723-84.2% | $4,662-90.8% |
| Participant deferral / active EE | $660 | $4,679-85.9% | $4,265-84.5% | $6,690-90.1% |
| Admin fee / account holder | $267 | $6,213-95.7% | $5,647-95.3% | $13,400-98.0% |