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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 | $2,237 | $157,276-98.6% | $141,177-98.4% | $152,885-98.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.05% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.3pp |
| Employer contribution / active EE | $985 | $5,262-81.3% | $4,736-79.2% | $4,763-79.3% |
| Participant deferral / active EE | $985 | $7,110-86.2% | $6,710-85.3% | $5,851-83.2% |
| Admin fee / account holder | $42 | $12,123-99.7% | $10,263-99.6% | $11,598-99.6% |