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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 | $6,233 | $101,063-93.8% | $81,473-92.4% | $147,586-95.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 31.77% | 32.41%-0.6pp | 38.78%-7.0pp | 578.59%-546.8pp |
| Employer contribution / active EE | $220 | $3,206-93.1% | $2,568-91.4% | $4,876-95.5% |
| Participant deferral / active EE | $220 | $4,242-94.8% | $3,537-93.8% | $5,439-96.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |