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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 | $3,299 | $103,008-96.8% | $90,304-96.3% | $152,897-97.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 28.17% | 95.22%-67.1pp | 78.13%-50.0pp | 345.43%-317.3pp |
| Employer contribution / active EE | $197 | $3,139-93.7% | $2,855-93.1% | $4,764-95.9% |
| Participant deferral / active EE | $452 | $4,281-89.4% | $3,885-88.4% | $5,851-92.3% |
| Admin fee / account holder | $4 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |