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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 | $4,985 | $136,860-96.4% | $120,344-95.9% | $154,746-96.8% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 24.85% | 21.38%+3.5pp | 20.30%+4.5pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,030 | $3,533-70.8% | $3,020-65.9% | $4,379-76.5% |
| Participant deferral / active EE | $1,030 | $5,793-82.2% | $5,135-79.9% | $6,730-84.7% |
| Admin fee / account holder | $24 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |