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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 | $1,980 | $107,666-98.2% | $102,184-98.1% | $154,746-98.7% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 41.21% | 29.33%+11.9pp | 31.58%+9.6pp | 172.34%-131.1pp |
| Employer contribution / active EE | $37 | $3,846-99.0% | $3,594-99.0% | $4,379-99.2% |
| Participant deferral / active EE | $551 | $8,719-93.7% | $8,309-93.4% | $6,730-91.8% |
| Admin fee / account holder | $21 | $12,943-99.8% | $11,609-99.8% | $14,365-99.9% |