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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 | $5,438 | $108,212-95.0% | $77,513-93.0% | $158,966-96.6% |
| Participation rate | 10.5% | 64.4%-53.9pp | 54.2%-43.7pp | 82.0%-71.4pp |
| Annual return | 17.56% | 31.67%-14.1pp | 54.81%-37.2pp | 302.95%-285.4pp |
| Employer contribution / active EE | $28 | $1,325-97.9% | $987-97.2% | $4,762-99.4% |
| Participant deferral / active EE | $84 | $2,455-96.6% | $1,861-95.5% | $5,983-98.6% |
| Admin fee / account holder | $119 | $3,709-96.8% | $2,859-95.9% | $11,250-98.9% |