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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 | $6,095 | $100,262-93.9% | $81,370-92.5% | $145,897-95.8% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 11.11% | 34.52%-23.4pp | 24.85%-13.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $449 | $2,979-84.9% | $2,464-81.8% | $4,663-90.4% |
| Participant deferral / active EE | $794 | $4,612-82.8% | $3,885-79.6% | $6,689-88.1% |
| Admin fee / account holder | $262 | $8,163-96.8% | $5,749-95.4% | $13,390-98.0% |