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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 | $7,772 | $93,346-91.7% | $71,796-89.2% | $273,968-97.2% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 10.79% | 130.39%-119.6pp | 78.04%-67.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $542 | $2,733-80.2% | $1,924-71.9% | $4,869-88.9% |
| Participant deferral / active EE | $664 | $3,475-80.9% | $2,794-76.2% | $5,287-87.4% |
| Admin fee / account holder | $28 | $6,571-99.6% | $4,815-99.4% | $10,132-99.7% |