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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 | $7,226 | $65,367-88.9% | $92,915-92.2% | $72,976-90.1% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 43.27% | 42.11%+1.2pp | 109.45%-66.2pp | 81.02%-37.7pp |
| Employer contribution / active EE | $637 | $2,594-75.4% | $3,653-82.6% | $2,440-73.9% |
| Participant deferral / active EE | $736 | $3,128-76.5% | $4,238-82.6% | $3,608-79.6% |
| Admin fee / account holder | $148 | $4,251-96.5% | $5,796-97.5% | $5,124-97.1% |