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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 | $2,142 | $88,778-97.6% | $81,844-97.4% | $145,884-98.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.52% | 1033.03%-1014.5pp | 778.87%-760.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $356 | $3,087-88.5% | $2,916-87.8% | $4,662-92.4% |
| Participant deferral / active EE | $118 | $4,648-97.5% | $4,323-97.3% | $6,690-98.2% |
| Admin fee / account holder | $15 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |