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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 | $7,494 | $106,008-92.9% | $92,240-91.9% | $147,586-94.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 28.88% | 50.05%-21.2pp | 176.29%-147.4pp | 578.59%-549.7pp |
| Employer contribution / active EE | $974 | $4,333-77.5% | $3,680-73.5% | $4,876-80.0% |
| Participant deferral / active EE | $982 | $4,478-78.1% | $3,897-74.8% | $5,439-82.0% |
| Admin fee / account holder | $48 | $6,333-99.2% | $5,194-99.1% | $10,886-99.6% |