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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 | $6,325 | $111,787-94.3% | $93,681-93.2% | $145,978-95.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 15.62% | 203.52%-187.9pp | 133.47%-117.9pp | 550.52%-534.9pp |
| Employer contribution / active EE | $551 | $3,093-82.2% | $2,422-77.3% | $4,662-88.2% |
| Participant deferral / active EE | $1,099 | $4,918-77.6% | $4,415-75.1% | $6,690-83.6% |
| Admin fee / account holder | $60 | $10,256-99.4% | $8,290-99.3% | $13,400-99.5% |