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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 | $6,860 | $90,486-92.4% | $78,676-91.3% | $273,972-97.5% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | 14.14% | 75.62%-61.5pp | 62.19%-48.0pp | 41.46%-27.3pp |
| Employer contribution / active EE | $259 | $3,175-91.9% | $2,850-90.9% | $4,869-94.7% |
| Participant deferral / active EE | $323 | $3,901-91.7% | $3,517-90.8% | $5,287-93.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |