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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 | $6,417 | $126,113-94.9% | $116,096-94.5% | $155,188-95.9% |
| Participation rate | 17.6% | 75.1%-57.5pp | 73.3%-55.7pp | 80.8%-63.2pp |
| Annual return | 15.27% | 391.72%-376.5pp | 326.25%-311.0pp | 148.84%-133.6pp |
| Employer contribution / active EE | $99 | $2,672-96.3% | $2,503-96.1% | $4,248-97.7% |
| Participant deferral / active EE | $183 | $4,162-95.6% | $3,952-95.4% | $6,531-97.2% |
| Admin fee / account holder | $67 | $8,045-99.2% | $7,704-99.1% | $14,480-99.5% |