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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 | $97,289-89.6% | $92,805-89.1% | $155,188-93.5% |
| Participation rate | 20.0% | 84.2%-64.2pp | 83.5%-63.5pp | 80.8%-60.8pp |
| Annual return | 252.53% | 29.03%+223.5pp | 31.59%+220.9pp | 148.84%+103.7pp |
| Employer contribution / active EE | $125 | $3,632-96.6% | $3,424-96.3% | $4,248-97.1% |
| Participant deferral / active EE | $1,464 | $8,795-83.4% | $8,448-82.7% | $6,531-77.6% |
| Admin fee / account holder | $44 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |