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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 | $3,488 | $134,817-97.4% | $123,973-97.2% | $155,188-97.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 20.72% | 515.49%-494.8pp | 388.13%-367.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,072 | $4,425-75.8% | $4,126-74.0% | $4,248-74.8% |
| Participant deferral / active EE | $1,716 | $5,706-69.9% | $5,247-67.3% | $6,531-73.7% |
| Admin fee / account holder | $24 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |