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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 | $5,914 | $109,372-94.6% | $89,414-93.4% | $158,966-96.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 33.09% | 345.55%-312.5pp | 245.50%-212.4pp | 302.95%-269.9pp |
| Employer contribution / active EE | $588 | $3,171-81.5% | $2,586-77.3% | $4,762-87.7% |
| Participant deferral / active EE | $650 | $4,598-85.9% | $3,890-83.3% | $5,983-89.1% |
| Admin fee / account holder | $37 | $6,156-99.4% | $4,883-99.2% | $11,250-99.7% |