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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 | $3,897 | $69,444-94.4% | $92,985-95.8% | $87,485-95.5% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.8pp | 68.9%-2.3pp |
| Annual return | 39.35% | 23.85%+15.5pp | 27.99%+11.4pp | 26.06%+13.3pp |
| Employer contribution / active EE | $809 | $1,917-57.8% | $2,662-69.6% | $2,596-68.8% |
| Participant deferral / active EE | $1,017 | $3,364-69.8% | $4,377-76.8% | $4,274-76.2% |
| Admin fee / account holder | $199 | $6,137-96.8% | $9,463-97.9% | $7,775-97.4% |