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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 | $6,766 | $126,113-94.6% | $116,096-94.2% | $155,188-95.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 73.3%-48.3pp | 80.8%-55.8pp |
| Annual return | 16.91% | 391.72%-374.8pp | 326.25%-309.3pp | 148.84%-131.9pp |
| Employer contribution / active EE | $105 | $2,672-96.1% | $2,503-95.8% | $4,248-97.5% |
| Participant deferral / active EE | $105 | $4,162-97.5% | $3,952-97.3% | $6,531-98.4% |
| Admin fee / account holder | $99 | $8,045-98.8% | $7,704-98.7% | $14,480-99.3% |