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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 | $7,133 | $93,346-92.4% | $71,796-90.1% | $273,972-97.4% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.1%-31.0pp | 83.0%-44.9pp |
| Annual return | 8.58% | 130.39%-121.8pp | 78.04%-69.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $346 | $2,733-87.4% | $1,924-82.0% | $4,869-92.9% |
| Participant deferral / active EE | $629 | $3,475-81.9% | $2,794-77.5% | $5,287-88.1% |
| Admin fee / account holder | $6 | $6,571-99.9% | $4,815-99.9% | $10,133-99.9% |