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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 | $5,134 | $162,529-96.8% | $130,788-96.1% | $154,746-96.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 17.38% | 510.48%-493.1pp | 386.44%-369.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $123 | $4,447-97.2% | $3,558-96.5% | $4,379-97.2% |
| Participant deferral / active EE | $124 | $4,808-97.4% | $4,137-97.0% | $6,730-98.2% |
| Admin fee / account holder | $184 | $7,669-97.6% | $6,673-97.2% | $14,365-98.7% |