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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 | $1,620 | $114,013-98.6% | $103,693-98.4% | $155,188-99.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 27.25% | 49.31%-22.1pp | 47.61%-20.4pp | 148.84%-121.6pp |
| Employer contribution / active EE | $446 | $3,131-85.8% | $2,920-84.7% | $4,248-89.5% |
| Participant deferral / active EE | $490 | $4,970-90.1% | $4,579-89.3% | $6,531-92.5% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,858-99.9% | $14,480-99.9% |