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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 | $9,408 | $100,901-90.7% | $75,501-87.5% | $147,586-93.6% |
| Participation rate | 44.4% | 77.1%-32.7pp | 72.4%-27.9pp | 82.8%-38.4pp |
| Annual return | 21.91% | 35.78%-13.9pp | 27.35%-5.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $495 | $3,253-84.8% | $2,352-79.0% | $4,876-89.9% |
| Participant deferral / active EE | $607 | $4,027-84.9% | $3,142-80.7% | $5,439-88.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |