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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 | $3,874 | $97,125-96.0% | $86,233-95.5% | $137,256-97.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 18.20% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $317 | $2,841-88.8% | $2,504-87.3% | $4,156-92.4% |
| Participant deferral / active EE | $317 | $5,180-93.9% | $4,559-93.0% | $6,407-95.0% |
| Admin fee / account holder | $36 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |