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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 | $12,386 | $91,179-86.4% | $178,499-93.1% | $79,852-84.5% |
| Participation rate | 55.0% | 69.2%-14.2pp | 81.9%-26.9pp | 69.6%-14.6pp |
| Annual return | 13.41% | 24.19%-10.8pp | 151.10%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $513 | $3,256-84.2% | $5,011-89.8% | $2,471-79.2% |
| Participant deferral / active EE | $779 | $3,236-75.9% | $5,202-85.0% | $3,740-79.2% |
| Admin fee / account holder | $66 | $6,749-99.0% | $13,986-99.5% | $5,306-98.8% |