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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 | $6,017 | $103,008-94.2% | $90,304-93.3% | $152,897-96.1% |
| Participation rate | 29.4% | 75.9%-46.5pp | 73.3%-43.9pp | 82.5%-53.0pp |
| Annual return | 26.93% | 95.22%-68.3pp | 78.13%-51.2pp | 345.43%-318.5pp |
| Employer contribution / active EE | $314 | $3,139-90.0% | $2,855-89.0% | $4,764-93.4% |
| Participant deferral / active EE | $433 | $4,281-89.9% | $3,885-88.8% | $5,851-92.6% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |