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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 | $4,928 | $121,677-95.9% | $104,625-95.3% | $158,966-96.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 21.75% | 465.58%-443.8pp | 340.60%-318.8pp | 302.95%-281.2pp |
| Employer contribution / active EE | $293 | $3,165-90.7% | $2,681-89.1% | $4,762-93.8% |
| Participant deferral / active EE | $536 | $4,175-87.2% | $3,738-85.6% | $5,983-91.0% |
| Admin fee / account holder | $1 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |