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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 | $8,805 | $77,908-88.7% | $149,696-94.1% | $75,173-88.3% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.8%-42.1pp | 67.2%-30.5pp |
| Annual return | 22.56% | 31.73%-9.2pp | 134.46%-111.9pp | 160.72%-138.2pp |
| Employer contribution / active EE | $409 | $3,138-87.0% | $4,821-91.5% | $2,671-84.7% |
| Participant deferral / active EE | $690 | $3,411-79.8% | $5,682-87.9% | $4,126-83.3% |
| Admin fee / account holder | $20 | $5,950-99.7% | $13,212-99.8% | $5,651-99.6% |