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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 | $4,136 | $110,278-96.2% | $95,740-95.7% | $139,466-97.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.05% | 27.19%-12.1pp | 28.41%-13.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $479 | $3,260-85.3% | $2,836-83.1% | $4,754-89.9% |
| Participant deferral / active EE | $479 | $4,674-89.8% | $4,244-88.7% | $6,712-92.9% |
| Admin fee / account holder | $31 | $6,613-99.5% | $5,676-99.5% | $11,409-99.7% |