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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 | $3,624 | $102,595-96.5% | $94,057-96.1% | $154,746-97.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 21.56% | 583.42%-561.9pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $420 | $3,147-86.6% | $2,933-85.7% | $4,379-90.4% |
| Participant deferral / active EE | $818 | $5,118-84.0% | $4,709-82.6% | $6,730-87.8% |
| Admin fee / account holder | $45 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |