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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 | $2,285 | $158,393-98.6% | $143,412-98.4% | $155,188-98.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 78.5%-18.5pp | 80.8%-20.8pp |
| Annual return | 18.15% | 324.22%-306.1pp | 256.99%-238.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $296 | $3,911-92.4% | $3,748-92.1% | $4,248-93.0% |
| Participant deferral / active EE | $297 | $7,193-95.9% | $6,816-95.6% | $6,531-95.5% |
| Admin fee / account holder | $94 | $12,964-99.3% | $11,396-99.2% | $14,480-99.3% |