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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 | $88,754-96.5% | $81,820-96.2% | $145,877-97.9% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 14.03% | 1031.77%-1017.7pp | 777.93%-763.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,003 | $3,085-35.1% | $2,915-31.3% | $4,663-57.1% |
| Participant deferral / active EE | $27 | $4,648-99.4% | $4,323-99.4% | $6,691-99.6% |
| Admin fee / account holder | $64 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |