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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 | $2,081 | $99,053-97.9% | $88,179-97.6% | $138,895-98.5% |
| Participation rate | 43.5% | 74.2%-30.8pp | 69.1%-25.7pp | 79.9%-36.4pp |
| Annual return | 27.45% | 78.17%-50.7pp | 64.97%-37.5pp | 145.39%-117.9pp |
| Employer contribution / active EE | $436 | $2,882-84.9% | $2,549-82.9% | $4,194-89.6% |
| Participant deferral / active EE | $656 | $5,225-87.5% | $4,614-85.8% | $6,396-89.7% |
| Admin fee / account holder | $261 | $8,748-97.0% | $7,673-96.6% | $12,562-97.9% |