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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 | $3,083 | $88,815-96.5% | $81,882-96.2% | $145,897-97.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 14.03% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,003 | $3,086-35.1% | $2,916-31.3% | $4,663-57.0% |
| Participant deferral / active EE | $27 | $4,647-99.4% | $4,323-99.4% | $6,689-99.6% |
| Admin fee / account holder | $64 | $8,434-99.2% | $7,360-99.1% | $13,390-99.5% |