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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 | $5,206 | $162,529-96.8% | $130,788-96.0% | $154,746-96.6% |
| Participation rate | 14.3% | 75.9%-61.6pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 23.03% | 510.48%-487.4pp | 386.44%-363.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $86 | $4,447-98.1% | $3,558-97.6% | $4,379-98.0% |
| Participant deferral / active EE | $86 | $4,808-98.2% | $4,137-97.9% | $6,730-98.7% |
| Admin fee / account holder | $34 | $7,669-99.6% | $6,673-99.5% | $14,365-99.8% |