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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 | $4,541 | $61,787-92.7% | $97,197-95.3% | $80,925-94.4% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.7%-17.4pp | 67.7%-12.4pp |
| Annual return | 22.59% | -558.16%+580.8pp | 75.47%-52.9pp | 35.65%-13.1pp |
| Employer contribution / active EE | $1,105 | $1,836-39.8% | $2,723-59.4% | $2,756-59.9% |
| Participant deferral / active EE | $650 | $3,027-78.5% | $4,263-84.7% | $4,299-84.9% |
| Admin fee / account holder | $58 | $5,170-98.9% | $5,637-99.0% | $6,940-99.2% |