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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 | $6,127 | $172,111-96.4% | $150,298-95.9% | $137,256-95.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 32.30% | 69.37%-37.1pp | 62.79%-30.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $837 | $4,636-81.9% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $1,378 | $6,166-77.6% | $5,453-74.7% | $6,407-78.5% |
| Admin fee / account holder | $4 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |