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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 | $1,182 | $225,673-99.5% | $203,872-99.4% | $155,188-99.2% |
| Participation rate | 57.1% | 80.3%-23.2pp | 77.8%-20.7pp | 80.8%-23.7pp |
| Annual return | 123.42% | 95.91%+27.5pp | 85.11%+38.3pp | 148.84%-25.4pp |
| Employer contribution / active EE | $431 | $4,099-89.5% | $3,757-88.5% | $4,248-89.9% |
| Participant deferral / active EE | $431 | $6,893-93.7% | $6,388-93.3% | $6,531-93.4% |
| Admin fee / account holder | $4 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |