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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 | $2,138 | $126,113-98.3% | $116,096-98.2% | $155,188-98.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 73.3%-33.3pp | 80.8%-40.8pp |
| Annual return | 20.08% | 391.72%-371.6pp | 326.25%-306.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $99 | $2,672-96.3% | $2,503-96.0% | $4,248-97.7% |
| Participant deferral / active EE | $99 | $4,162-97.6% | $3,952-97.5% | $6,531-98.5% |
| Admin fee / account holder | $7 | $8,045-99.9% | $7,704-99.9% | $14,480-99.9% |