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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 | $6,082 | $90,486-93.3% | $78,676-92.3% | $273,972-97.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 4.27% | 75.62%-71.4pp | 62.19%-57.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $78 | $3,175-97.6% | $2,850-97.3% | $4,869-98.4% |
| Participant deferral / active EE | $155 | $3,901-96.0% | $3,517-95.6% | $5,287-97.1% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |