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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 | $2,867 | $126,113-97.7% | $116,096-97.5% | $155,188-98.2% |
| Participation rate | 56.3% | 75.1%-18.9pp | 73.3%-17.1pp | 80.8%-24.6pp |
| Annual return | 20.35% | 391.72%-371.4pp | 326.25%-305.9pp | 148.84%-128.5pp |
| Employer contribution / active EE | $383 | $2,672-85.7% | $2,503-84.7% | $4,248-91.0% |
| Participant deferral / active EE | $612 | $4,162-85.3% | $3,952-84.5% | $6,531-90.6% |
| Admin fee / account holder | $50 | $8,045-99.4% | $7,704-99.3% | $14,480-99.7% |