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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 | $6,488 | $106,918-93.9% | $84,021-92.3% | $152,897-95.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 27.20% | 105.01%-77.8pp | 71.32%-44.1pp | 345.43%-318.2pp |
| Employer contribution / active EE | $429 | $2,735-84.3% | $1,984-78.4% | $4,764-91.0% |
| Participant deferral / active EE | $942 | $4,012-76.5% | $3,239-70.9% | $5,851-83.9% |
| Admin fee / account holder | $268 | $8,288-96.8% | $6,102-95.6% | $11,599-97.7% |