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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 | $100,147-93.9% | $81,286-92.5% | $145,877-95.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 11.11% | 34.44%-23.3pp | 24.80%-13.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $449 | $2,977-84.9% | $2,463-81.8% | $4,663-90.4% |
| Participant deferral / active EE | $794 | $4,607-82.8% | $3,883-79.6% | $6,691-88.1% |
| Admin fee / account holder | $262 | $8,201-96.8% | $5,764-95.4% | $13,402-98.0% |