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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 | $4,009 | $114,013-96.5% | $103,693-96.1% | $155,188-97.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 17.62% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.2pp |
| Employer contribution / active EE | $153 | $3,131-95.1% | $2,920-94.8% | $4,248-96.4% |
| Participant deferral / active EE | $275 | $4,970-94.5% | $4,579-94.0% | $6,531-95.8% |
| Admin fee / account holder | $1 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |