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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 | $3,982 | $174,018-97.7% | $136,833-97.1% | $198,609-98.0% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.0%-34.0pp | 82.4%-57.4pp |
| Annual return | 17.33% | 35.16%-17.8pp | 35.32%-18.0pp | 202.70%-185.4pp |
| Employer contribution / active EE | $52 | $1,571-96.7% | $1,319-96.1% | $5,055-99.0% |
| Participant deferral / active EE | $233 | $2,873-91.9% | $2,441-90.5% | $6,977-96.7% |
| Admin fee / account holder | $40 | $5,434-99.3% | $4,706-99.1% | $19,030-99.8% |