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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 | $2,443 | $167,030-98.5% | $135,768-98.2% | $155,188-98.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 71.1%-8.6pp | 80.8%-18.3pp |
| Annual return | 17.19% | 678.39%-661.2pp | 526.10%-508.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $196 | $4,132-95.3% | $3,394-94.2% | $4,248-95.4% |
| Participant deferral / active EE | $202 | $4,528-95.5% | $3,977-94.9% | $6,531-96.9% |
| Admin fee / account holder | $32 | $8,172-99.6% | $7,048-99.5% | $14,480-99.8% |