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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 | $4,840 | $100,073-95.2% | $85,126-94.3% | $145,877-96.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 17.15% | 84.11%-67.0pp | 66.63%-49.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $579 | $3,236-82.1% | $2,731-78.8% | $4,663-87.6% |
| Participant deferral / active EE | $579 | $5,294-89.1% | $4,523-87.2% | $6,691-91.3% |
| Admin fee / account holder | $27 | $7,261-99.6% | $6,160-99.6% | $13,402-99.8% |