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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 | $3,862 | $108,212-96.4% | $77,513-95.0% | $158,966-97.6% |
| Participation rate | 17.4% | 64.4%-47.0pp | 54.2%-36.8pp | 82.0%-64.6pp |
| Annual return | 23.49% | 31.67%-8.2pp | 54.81%-31.3pp | 302.95%-279.5pp |
| Employer contribution / active EE | $32 | $1,325-97.6% | $987-96.8% | $4,762-99.3% |
| Participant deferral / active EE | $32 | $2,455-98.7% | $1,861-98.3% | $5,983-99.5% |
| Admin fee / account holder | $24 | $3,709-99.3% | $2,859-99.1% | $11,250-99.8% |