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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 | $7,504 | $150,435-95.0% | $120,580-93.8% | $145,897-94.9% |
| Participation rate | 61.5% | 78.8%-17.3pp | 72.0%-10.4pp | 80.3%-18.8pp |
| Annual return | 12.49% | 154.60%-142.1pp | 107.48%-95.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $972 | $4,352-77.7% | $3,469-72.0% | $4,663-79.2% |
| Participant deferral / active EE | $1,075 | $6,174-82.6% | $4,995-78.5% | $6,689-83.9% |
| Admin fee / account holder | $50 | $12,182-99.6% | $9,418-99.5% | $13,390-99.6% |