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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 | $3,981 | $103,008-96.1% | $90,304-95.6% | $152,897-97.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 17.81% | 95.22%-77.4pp | 78.13%-60.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $895 | $3,139-71.5% | $2,855-68.6% | $4,764-81.2% |
| Participant deferral / active EE | $534 | $4,281-87.5% | $3,885-86.2% | $5,851-90.9% |
| Admin fee / account holder | $95 | $6,175-98.5% | $5,354-98.2% | $11,599-99.2% |