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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 | $9,694 | $105,929-90.8% | $81,926-88.2% | $158,950-93.9% |
| Participation rate | 27.3% | 75.6%-48.3pp | 72.0%-44.7pp | 82.0%-54.7pp |
| Annual return | 11.83% | 38.19%-26.4pp | 29.49%-17.7pp | 302.91%-291.1pp |
| Employer contribution / active EE | $412 | $7,802-94.7% | $4,310-90.4% | $4,762-91.4% |
| Participant deferral / active EE | $500 | $13,007-96.2% | $7,108-93.0% | $5,983-91.6% |
| Admin fee / account holder | $111 | $8,492-98.7% | $5,159-97.8% | $11,248-99.0% |