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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 | $10,104 | $107,666-90.6% | $102,184-90.1% | $154,746-93.5% |
| Participation rate | 20.0% | 83.7%-63.7pp | 82.6%-62.6pp | 80.7%-60.7pp |
| Annual return | 252.53% | 29.33%+223.2pp | 31.58%+221.0pp | 172.34%+80.2pp |
| Employer contribution / active EE | $125 | $3,846-96.8% | $3,594-96.5% | $4,379-97.1% |
| Participant deferral / active EE | $1,464 | $8,719-83.2% | $8,309-82.4% | $6,730-78.3% |
| Admin fee / account holder | $44 | $12,943-99.7% | $11,609-99.6% | $14,365-99.7% |