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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 | $3,578 | $111,878-96.8% | $93,727-96.2% | $145,897-97.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 16.90% | 204.28%-187.4pp | 133.83%-116.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $785 | $3,092-74.6% | $2,421-67.6% | $4,663-83.2% |
| Participant deferral / active EE | $1,040 | $4,920-78.9% | $4,417-76.5% | $6,689-84.5% |
| Admin fee / account holder | $33 | $10,256-99.7% | $8,292-99.6% | $13,390-99.8% |