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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 | $4,200 | $108,285-96.1% | $77,552-94.6% | $158,982-97.4% |
| Participation rate | 8.3% | 64.4%-56.1pp | 54.2%-45.9pp | 82.0%-73.6pp |
| Annual return | 20.60% | 31.69%-11.1pp | 54.82%-34.2pp | 302.99%-282.4pp |
| Employer contribution / active EE | $33 | $1,325-97.5% | $987-96.7% | $4,763-99.3% |
| Participant deferral / active EE | $41 | $2,455-98.3% | $1,861-97.8% | $5,983-99.3% |
| Admin fee / account holder | $68 | $3,709-98.2% | $2,859-97.6% | $11,252-99.4% |