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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 | $7,862 | $104,251-92.5% | $91,004-91.4% | $147,586-94.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 11.69% | 27.06%-15.4pp | 4.60%+7.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $540 | $3,116-82.7% | $2,456-78.0% | $4,876-88.9% |
| Participant deferral / active EE | $658 | $4,195-84.3% | $3,548-81.4% | $5,439-87.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |