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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 | $7,900 | $100,811-92.2% | $86,698-90.9% | $134,545-94.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -9.59% | 29.11%-38.7pp | 35.96%-45.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $973 | $3,490-72.1% | $2,837-65.7% | $4,742-79.5% |
| Participant deferral / active EE | $1,459 | $5,339-72.7% | $4,656-68.7% | $6,401-77.2% |
| Admin fee / account holder | $33 | $10,926-99.7% | $7,492-99.6% | $11,431-99.7% |