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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 | $1,091 | $126,113-99.1% | $116,096-99.1% | $155,188-99.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 19.24% | 391.72%-372.5pp | 326.25%-307.0pp | 148.84%-129.6pp |
| Employer contribution / active EE | $133 | $2,672-95.0% | $2,503-94.7% | $4,248-96.9% |
| Participant deferral / active EE | $265 | $4,162-93.6% | $3,952-93.3% | $6,531-95.9% |
| Admin fee / account holder | $49 | $8,045-99.4% | $7,704-99.4% | $14,480-99.7% |