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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 | $4,367 | $118,919-96.3% | $88,538-95.1% | $152,885-97.1% |
| Participation rate | 13.3% | 73.4%-60.0pp | 68.7%-55.4pp | 82.5%-69.1pp |
| Annual return | 24.71% | 47.92%-23.2pp | 43.64%-18.9pp | 345.39%-320.7pp |
| Employer contribution / active EE | $62 | $2,669-97.7% | $2,098-97.0% | $4,763-98.7% |
| Participant deferral / active EE | $62 | $3,549-98.2% | $2,914-97.9% | $5,851-98.9% |
| Admin fee / account holder | $17 | $5,876-99.7% | $4,310-99.6% | $11,598-99.9% |