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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 | $4,394 | $108,882-96.0% | $96,754-95.5% | $154,746-97.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 29.81% | 98.39%-68.6pp | 82.04%-52.2pp | 172.34%-142.5pp |
| Employer contribution / active EE | $355 | $3,018-88.2% | $2,679-86.7% | $4,379-91.9% |
| Participant deferral / active EE | $405 | $5,323-92.4% | $4,758-91.5% | $6,730-94.0% |
| Admin fee / account holder | $17 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |