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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 | $1,450 | $132,099-98.9% | $115,599-98.7% | $138,895-99.0% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.3%-12.7pp | 79.9%-18.4pp |
| Annual return | 19.83% | 176.76%-156.9pp | 111.10%-91.3pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $259 | $5,617-95.4% | $4,889-94.7% | $6,396-96.0% |
| Admin fee / account holder | $76 | $15,650-99.5% | $12,841-99.4% | $12,562-99.4% |