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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 | $3,719 | $109,904-96.6% | $97,167-96.2% | $145,959-97.5% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 14.65% | 243.43%-228.8pp | 75.27%-60.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $553 | $3,084-82.1% | $2,729-79.7% | $4,661-88.1% |
| Participant deferral / active EE | $557 | $4,676-88.1% | $4,264-86.9% | $6,689-91.7% |
| Admin fee / account holder | $24 | $6,216-99.6% | $5,650-99.6% | $13,398-99.8% |