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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 | $104,650-98.5% | $83,854-98.1% | $155,188-99.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 17.26% | 28.97%-11.7pp | 31.39%-14.1pp | 148.84%-131.6pp |
| Employer contribution / active EE | $217 | $1,196-81.9% | $1,017-78.7% | $4,248-94.9% |
| Participant deferral / active EE | $195 | $2,367-91.7% | $2,035-90.4% | $6,531-97.0% |
| Admin fee / account holder | $27 | $3,518-99.2% | $3,197-99.1% | $14,480-99.8% |