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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 | $2,831 | $129,476-97.8% | $93,515-97.0% | $158,982-98.2% |
| Participation rate | 12.5% | 71.0%-58.5pp | 66.8%-54.3pp | 82.0%-69.5pp |
| Annual return | 11.11% | 118.56%-107.5pp | 78.21%-67.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $38 | $2,717-98.6% | $2,077-98.2% | $4,763-99.2% |
| Participant deferral / active EE | $47 | $3,916-98.8% | $3,129-98.5% | $5,983-99.2% |
| Admin fee / account holder | $24 | $7,396-99.7% | $5,235-99.5% | $11,252-99.8% |