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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 | $1,925 | $125,778-98.5% | $114,563-98.3% | $154,746-98.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 14.32% | 295.14%-280.8pp | 241.09%-226.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $215 | $2,806-92.3% | $2,592-91.7% | $4,379-95.1% |
| Participant deferral / active EE | $223 | $4,445-95.0% | $4,142-94.6% | $6,730-96.7% |
| Admin fee / account holder | $39 | $8,190-99.5% | $7,623-99.5% | $14,365-99.7% |