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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 | $4,707 | $123,155-96.2% | $108,753-95.7% | $155,188-97.0% |
| Participation rate | 58.8% | 75.6%-16.8pp | 71.1%-12.3pp | 80.8%-22.0pp |
| Annual return | 24.52% | 44.73%-20.2pp | 37.47%-12.9pp | 148.84%-124.3pp |
| Employer contribution / active EE | $422 | $2,811-85.0% | $2,427-82.6% | $4,248-90.1% |
| Participant deferral / active EE | $997 | $4,623-78.4% | $4,115-75.8% | $6,531-84.7% |
| Admin fee / account holder | $22 | $12,126-99.8% | $10,320-99.8% | $14,480-99.8% |