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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 | $3,336 | $127,273-97.4% | $109,895-97.0% | $167,518-98.0% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.2%-29.8pp | 82.1%-37.7pp |
| Annual return | 17.85% | 22.97%-5.1pp | 29.46%-11.6pp | 478.71%-460.9pp |
| Employer contribution / active EE | $290 | $3,324-91.3% | $2,843-89.8% | $4,838-94.0% |
| Participant deferral / active EE | $480 | $4,515-89.4% | $4,049-88.1% | $6,342-92.4% |
| Admin fee / account holder | $35 | $7,117-99.5% | $6,067-99.4% | $12,312-99.7% |