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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 | $7,995 | $91,198-91.2% | $178,503-95.5% | $79,856-90.0% |
| Participation rate | 37.0% | 69.2%-32.2pp | 81.9%-44.9pp | 69.6%-32.6pp |
| Annual return | 20.38% | 24.20%-3.8pp | 151.12%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $472 | $3,257-85.5% | $5,011-90.6% | $2,471-80.9% |
| Participant deferral / active EE | $632 | $3,237-80.5% | $5,202-87.9% | $3,741-83.1% |
| Admin fee / account holder | $106 | $6,748-98.4% | $13,987-99.2% | $5,306-98.0% |