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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 | $5,053 | $108,897-95.4% | $100,378-95.0% | $145,877-96.5% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 52.77% | 58.17%-5.4pp | 49.41%+3.4pp | 551.28%-498.5pp |
| Employer contribution / active EE | $677 | $4,420-84.7% | $3,942-82.8% | $4,663-85.5% |
| Participant deferral / active EE | $677 | $8,455-92.0% | $8,087-91.6% | $6,691-89.9% |
| Admin fee / account holder | $6 | $9,690-99.9% | $7,899-99.9% | $13,402-100.0% |