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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 | $4,284 | $99,875-95.7% | $146,866-97.1% | $86,983-95.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 26.76% | 28.10%-1.3pp | 102.85%-76.1pp | 25.83%+0.9pp |
| Employer contribution / active EE | $597 | $3,224-81.5% | $4,425-86.5% | $2,584-76.9% |
| Participant deferral / active EE | $1,311 | $6,322-79.3% | $7,759-83.1% | $4,194-68.7% |
| Admin fee / account holder | $152 | $7,838-98.1% | $13,620-98.9% | $7,856-98.1% |