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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 | $1,563 | $174,018-99.1% | $136,833-98.9% | $198,609-99.2% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 17.26% | 35.16%-17.9pp | 35.32%-18.1pp | 202.70%-185.4pp |
| Employer contribution / active EE | $217 | $1,571-86.2% | $1,319-83.6% | $5,055-95.7% |
| Participant deferral / active EE | $195 | $2,873-93.2% | $2,441-92.0% | $6,977-97.2% |
| Admin fee / account holder | $27 | $5,434-99.5% | $4,706-99.4% | $19,030-99.9% |