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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 | $4,632 | $99,380-95.3% | $90,312-94.9% | $155,188-97.0% |
| Participation rate | 40.0% | 77.3%-37.3pp | 72.9%-32.9pp | 80.8%-40.8pp |
| Annual return | 16.37% | 19.35%-3.0pp | 18.90%-2.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $12 | $2,390-99.5% | $2,243-99.5% | $4,248-99.7% |
| Participant deferral / active EE | $55 | $4,212-98.7% | $3,749-98.5% | $6,531-99.2% |
| Admin fee / account holder | $15 | $9,766-99.8% | $8,248-99.8% | $14,480-99.9% |