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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 | $3,045 | $110,039-97.2% | $97,260-96.9% | $145,884-97.9% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 13.51% | 244.44%-230.9pp | 75.54%-62.0pp | 551.85%-538.3pp |
| Employer contribution / active EE | $359 | $3,074-88.3% | $2,721-86.8% | $4,662-92.3% |
| Participant deferral / active EE | $638 | $4,674-86.3% | $4,262-85.0% | $6,690-90.5% |
| Admin fee / account holder | $23 | $6,204-99.6% | $5,640-99.6% | $13,392-99.8% |