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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 | $5,865 | $124,346-95.3% | $111,308-94.7% | $167,536-96.5% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.3%-15.8pp | 82.1%-20.6pp |
| Annual return | 15.47% | 37.45%-22.0pp | 54.67%-39.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $813 | $3,437-76.3% | $2,732-70.2% | $4,839-83.2% |
| Participant deferral / active EE | $1,497 | $5,182-71.1% | $4,487-66.6% | $6,342-76.4% |
| Admin fee / account holder | $298 | $10,621-97.2% | $7,965-96.3% | $12,315-97.6% |