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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 | $2,420 | $125,778-98.1% | $114,563-97.9% | $154,746-98.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 25.37% | 295.14%-269.8pp | 241.09%-215.7pp | 172.34%-147.0pp |
| Employer contribution / active EE | $619 | $2,806-77.9% | $2,592-76.1% | $4,379-85.9% |
| Participant deferral / active EE | $707 | $4,445-84.1% | $4,142-82.9% | $6,730-89.5% |
| Admin fee / account holder | $64 | $8,190-99.2% | $7,623-99.2% | $14,365-99.6% |