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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 | $8,195 | $103,008-92.0% | $90,304-90.9% | $152,897-94.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 17.01% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $346 | $3,139-89.0% | $2,855-87.9% | $4,764-92.7% |
| Participant deferral / active EE | $560 | $4,281-86.9% | $3,885-85.6% | $5,851-90.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |