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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 | $2,019 | $225,673-99.1% | $203,872-99.0% | $155,188-98.7% |
| Participation rate | 40.0% | 80.3%-40.3pp | 77.8%-37.8pp | 80.8%-40.8pp |
| Annual return | 31.90% | 95.91%-64.0pp | 85.11%-53.2pp | 148.84%-116.9pp |
| Employer contribution / active EE | $226 | $4,099-94.5% | $3,757-94.0% | $4,248-94.7% |
| Participant deferral / active EE | $362 | $6,893-94.8% | $6,388-94.3% | $6,531-94.5% |
| Admin fee / account holder | $16 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |