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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 | $5,222 | $114,013-95.4% | $103,693-95.0% | $155,188-96.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 12.28% | 49.31%-37.0pp | 47.61%-35.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $227 | $3,131-92.8% | $2,920-92.2% | $4,248-94.7% |
| Participant deferral / active EE | $329 | $4,970-93.4% | $4,579-92.8% | $6,531-95.0% |
| Admin fee / account holder | $50 | $8,407-99.4% | $7,858-99.4% | $14,480-99.7% |