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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 | $3,295 | $104,937-96.9% | $84,628-96.1% | $152,897-97.8% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.5%-39.6pp |
| Annual return | 29.47% | 373.88%-344.4pp | 258.80%-229.3pp | 345.43%-316.0pp |
| Employer contribution / active EE | $320 | $3,303-90.3% | $2,653-87.9% | $4,764-93.3% |
| Participant deferral / active EE | $283 | $4,690-94.0% | $3,900-92.7% | $5,851-95.2% |
| Admin fee / account holder | $92 | $6,243-98.5% | $4,914-98.1% | $11,599-99.2% |