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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 | $3,421 | $99,875-96.6% | $146,866-97.7% | $86,983-96.1% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.5%-0.3pp |
| Annual return | 23.78% | 28.10%-4.3pp | 102.85%-79.1pp | 25.83%-2.1pp |
| Employer contribution / active EE | $529 | $3,224-83.6% | $4,425-88.0% | $2,584-79.5% |
| Participant deferral / active EE | $664 | $6,322-89.5% | $7,759-91.4% | $4,194-84.2% |
| Admin fee / account holder | $17 | $7,838-99.8% | $13,620-99.9% | $7,856-99.8% |