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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 | $1,671 | $104,650-98.4% | $83,854-98.0% | $155,188-98.9% |
| Participation rate | 40.0% | 65.1%-25.1pp | 59.1%-19.1pp | 80.8%-40.8pp |
| Annual return | 20.21% | 28.97%-8.8pp | 31.39%-11.2pp | 148.84%-128.6pp |
| Employer contribution / active EE | $106 | $1,196-91.1% | $1,017-89.6% | $4,248-97.5% |
| Participant deferral / active EE | $148 | $2,367-93.8% | $2,035-92.7% | $6,531-97.7% |
| Admin fee / account holder | $27 | $3,518-99.2% | $3,197-99.2% | $14,480-99.8% |