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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 | $9,054 | $100,901-91.0% | $75,501-88.0% | $147,586-93.9% |
| Participation rate | 28.6% | 77.1%-48.6pp | 72.4%-43.8pp | 82.8%-54.3pp |
| Annual return | 22.03% | 35.78%-13.8pp | 27.35%-5.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $389 | $3,253-88.1% | $2,352-83.5% | $4,876-92.0% |
| Participant deferral / active EE | $439 | $4,027-89.1% | $3,142-86.0% | $5,439-91.9% |
| Admin fee / account holder | $61 | $11,285-99.5% | $5,801-99.0% | $10,886-99.4% |