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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 | $3,969 | $100,125-96.0% | $81,482-95.1% | $145,978-97.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 14.76% | 34.44%-19.7pp | 24.79%-10.0pp | 550.52%-535.8pp |
| Employer contribution / active EE | $439 | $2,977-85.3% | $2,463-82.2% | $4,662-90.6% |
| Participant deferral / active EE | $492 | $4,609-89.3% | $3,885-87.3% | $6,690-92.6% |
| Admin fee / account holder | $21 | $8,198-99.7% | $5,761-99.6% | $13,400-99.8% |