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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 | $150,207-95.0% | $120,380-93.8% | $145,978-94.9% |
| Participation rate | 61.5% | 78.8%-17.2pp | 71.9%-10.4pp | 80.3%-18.8pp |
| Annual return | 12.49% | 154.28%-141.8pp | 107.28%-94.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $972 | $4,351-77.7% | $3,465-72.0% | $4,662-79.2% |
| Participant deferral / active EE | $1,075 | $6,175-82.6% | $4,992-78.5% | $6,690-83.9% |
| Admin fee / account holder | $50 | $12,203-99.6% | $9,421-99.5% | $13,400-99.6% |