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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 | $1,325 | $94,439-98.6% | $73,658-98.2% | $154,746-99.1% |
| Participation rate | 30.8% | 64.7%-33.9pp | 57.0%-26.3pp | 80.7%-49.9pp |
| Annual return | 13.77% | 28.25%-14.5pp | 29.72%-16.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $109 | $1,257-91.3% | $1,032-89.4% | $4,379-97.5% |
| Participant deferral / active EE | $261 | $2,527-89.7% | $2,062-87.3% | $6,730-96.1% |
| Admin fee / account holder | $64 | $3,843-98.3% | $3,357-98.1% | $14,365-99.6% |