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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 | $2,067 | $77,814-97.3% | $158,223-98.7% | $86,983-97.6% |
| Participation rate | 68.4% | 68.4%0pp | 79.2%-10.8pp | 69.5%-1.1pp |
| Annual return | 24.44% | 30.54%-6.1pp | 52.09%-27.6pp | 25.83%-1.4pp |
| Employer contribution / active EE | $276 | $2,592-89.3% | $4,109-93.3% | $2,584-89.3% |
| Participant deferral / active EE | $568 | $3,270-82.6% | $5,467-89.6% | $4,194-86.5% |
| Admin fee / account holder | $269 | $5,879-95.4% | $16,047-98.3% | $7,856-96.6% |