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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 | $7,228 | $85,171-91.5% | $172,752-95.8% | $72,975-90.1% |
| Participation rate | 27.7% | 70.1%-42.4pp | 82.6%-55.0pp | 69.5%-41.8pp |
| Annual return | 24.71% | 27.32%-2.6pp | 802.97%-778.3pp | 81.01%-56.3pp |
| Employer contribution / active EE | $494 | $3,324-85.1% | $5,144-90.4% | $2,440-79.7% |
| Participant deferral / active EE | $721 | $3,260-77.9% | $5,198-86.1% | $3,608-80.0% |
| Admin fee / account holder | $96 | $5,880-98.4% | $13,955-99.3% | $5,124-98.1% |