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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 | $5,930 | $100,139-94.1% | $85,187-93.0% | $145,884-95.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 18.12% | 84.15%-66.0pp | 66.67%-48.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $492 | $3,238-84.8% | $2,732-82.0% | $4,662-89.5% |
| Participant deferral / active EE | $492 | $5,296-90.7% | $4,525-89.1% | $6,690-92.7% |
| Admin fee / account holder | $8 | $7,262-99.9% | $6,162-99.9% | $13,392-99.9% |