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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 | $2,263 | $148,623-98.5% | $135,974-98.3% | $139,466-98.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 26.90% | 79.30%-52.4pp | 68.30%-41.4pp | 373.66%-346.8pp |
| Employer contribution / active EE | $2,311 | $5,246-56.0% | $4,859-52.4% | $4,754-51.4% |
| Participant deferral / active EE | $2,413 | $8,103-70.2% | $7,760-68.9% | $6,712-64.0% |
| Admin fee / account holder | $23 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |