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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 | $4,750 | $93,346-94.9% | $71,796-93.4% | $273,972-98.3% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 4.83% | 130.39%-125.6pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $473 | $2,733-82.7% | $1,924-75.4% | $4,869-90.3% |
| Participant deferral / active EE | $698 | $3,475-79.9% | $2,794-75.0% | $5,287-86.8% |
| Admin fee / account holder | $11 | $6,571-99.8% | $4,815-99.8% | $10,133-99.9% |