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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 | $4,739 | $112,131-95.8% | $95,964-95.1% | $158,982-97.0% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.9pp | 82.0%-12.7pp |
| Annual return | 27.49% | 171.19%-143.7pp | 91.64%-64.2pp | 302.99%-275.5pp |
| Employer contribution / active EE | $726 | $3,199-77.3% | $2,541-71.4% | $4,763-84.7% |
| Participant deferral / active EE | $847 | $4,784-82.3% | $4,167-79.7% | $5,983-85.8% |
| Admin fee / account holder | $12 | $10,136-99.9% | $6,797-99.8% | $11,252-99.9% |