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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 | $7,879 | $78,707-90.0% | $117,861-93.3% | $70,126-88.8% |
| Participation rate | 61.4% | 73.2%-11.8pp | 79.7%-18.3pp | 69.5%-8.2pp |
| Annual return | 19.52% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $942 | $2,223-57.6% | $3,786-75.1% | $2,343-59.8% |
| Participant deferral / active EE | $1,251 | $3,297-62.0% | $4,482-72.1% | $3,332-62.4% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |