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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 | $1,921 | $99,380-98.1% | $90,312-97.9% | $155,188-98.8% |
| Participation rate | 60.0% | 77.3%-17.3pp | 72.9%-12.9pp | 80.8%-20.8pp |
| Annual return | 16.01% | 19.35%-3.3pp | 18.90%-2.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $17 | $2,390-99.3% | $2,243-99.2% | $4,248-99.6% |
| Participant deferral / active EE | $480 | $4,212-88.6% | $3,749-87.2% | $6,531-92.6% |
| Admin fee / account holder | $202 | $9,766-97.9% | $8,248-97.6% | $14,480-98.6% |