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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 | $9,465 | $95,979-90.1% | $74,551-87.3% | $135,380-93.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 26.81% | 56.97%-30.2pp | 32.53%-5.7pp | 519.81%-493.0pp |
| Employer contribution / active EE | $396 | $2,716-85.4% | $1,961-79.8% | $4,779-91.7% |
| Participant deferral / active EE | $396 | $3,844-89.7% | $3,108-87.3% | $5,609-92.9% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,059-98.9% | $10,828-99.5% |