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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 | $9,428 | $83,337-88.7% | $67,834-86.1% | $273,972-96.6% |
| Participation rate | 42.9% | 76.4%-33.6pp | 68.8%-25.9pp | 83.0%-40.2pp |
| Annual return | 6.98% | 259.45%-252.5pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $648 | $3,287-80.3% | $2,403-73.0% | $4,869-86.7% |
| Participant deferral / active EE | $941 | $4,088-77.0% | $3,160-70.2% | $5,287-82.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |