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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 | $2,429 | $167,030-98.5% | $135,768-98.2% | $155,188-98.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 71.1%-46.1pp | 80.8%-55.8pp |
| Annual return | 23.04% | 678.39%-655.4pp | 526.10%-503.1pp | 148.84%-125.8pp |
| Employer contribution / active EE | $143 | $4,132-96.5% | $3,394-95.8% | $4,248-96.6% |
| Participant deferral / active EE | $277 | $4,528-93.9% | $3,977-93.0% | $6,531-95.8% |
| Admin fee / account holder | $17 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |