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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 | $782 | $172,111-99.5% | $150,298-99.5% | $137,256-99.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 30.40% | 69.37%-39.0pp | 62.79%-32.4pp | 220.34%-189.9pp |
| Employer contribution / active EE | $865 | $4,636-81.3% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $604 | $6,166-90.2% | $5,453-88.9% | $6,407-90.6% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |