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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 | $2,075 | $99,875-97.9% | $146,866-98.6% | $86,983-97.6% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.5%-6.6pp |
| Annual return | 31.35% | 28.10%+3.2pp | 102.85%-71.5pp | 25.83%+5.5pp |
| Employer contribution / active EE | $463 | $3,224-85.6% | $4,425-89.5% | $2,584-82.1% |
| Participant deferral / active EE | $504 | $6,322-92.0% | $7,759-93.5% | $4,194-88.0% |
| Admin fee / account holder | $6 | $7,838-99.9% | $13,620-100.0% | $7,856-99.9% |