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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 | $5,523 | $102,638-94.6% | $81,991-93.3% | $158,966-96.5% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.3%-22.6pp | 82.0%-35.3pp |
| Annual return | 27.84% | 61.05%-33.2pp | 41.31%-13.5pp | 302.95%-275.1pp |
| Employer contribution / active EE | $527 | $3,241-83.7% | $2,498-78.9% | $4,762-88.9% |
| Participant deferral / active EE | $719 | $4,649-84.5% | $3,722-80.7% | $5,983-88.0% |
| Admin fee / account holder | $60 | $8,237-99.3% | $5,665-98.9% | $11,250-99.5% |