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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 | $2,519 | $114,013-97.8% | $103,693-97.6% | $155,188-98.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 10.54% | 49.31%-38.8pp | 47.61%-37.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $181 | $3,131-94.2% | $2,920-93.8% | $4,248-95.7% |
| Participant deferral / active EE | $285 | $4,970-94.3% | $4,579-93.8% | $6,531-95.6% |
| Admin fee / account holder | $27 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |