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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 | $3,969 | $157,829-97.5% | $136,867-97.1% | $198,609-98.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 37.38% | 51.25%-13.9pp | 42.97%-5.6pp | 202.70%-165.3pp |
| Employer contribution / active EE | $1,156 | $3,923-70.5% | $3,547-67.4% | $5,055-77.1% |
| Participant deferral / active EE | $157 | $5,463-97.1% | $4,924-96.8% | $6,977-97.7% |
| Admin fee / account holder | $33 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |