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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 | $4,252 | $109,372-96.1% | $89,414-95.2% | $158,966-97.3% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.0%-38.8pp | 82.0%-52.8pp |
| Annual return | 13.99% | 345.55%-331.6pp | 245.50%-231.5pp | 302.95%-289.0pp |
| Employer contribution / active EE | $360 | $3,171-88.6% | $2,586-86.1% | $4,762-92.4% |
| Participant deferral / active EE | $476 | $4,598-89.6% | $3,890-87.8% | $5,983-92.0% |
| Admin fee / account holder | $25 | $6,156-99.6% | $4,883-99.5% | $11,250-99.8% |