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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 | $162,529-98.5% | $130,788-98.1% | $154,746-98.4% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 23.04% | 510.48%-487.4pp | 386.44%-363.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $143 | $4,447-96.8% | $3,558-96.0% | $4,379-96.7% |
| Participant deferral / active EE | $277 | $4,808-94.2% | $4,137-93.3% | $6,730-95.9% |
| Admin fee / account holder | $17 | $7,669-99.8% | $6,673-99.7% | $14,365-99.9% |