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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 | $11,321 | $95,415-88.1% | $185,851-93.9% | $85,851-86.8% |
| Participation rate | 48.4% | 68.8%-20.4pp | 81.7%-33.3pp | 69.3%-20.9pp |
| Annual return | 16.79% | 23.59%-6.8pp | 122.11%-105.3pp | 318.63%-301.8pp |
| Employer contribution / active EE | $950 | $3,314-71.3% | $5,168-81.6% | $2,565-63.0% |
| Participant deferral / active EE | $950 | $3,424-72.3% | $5,569-82.9% | $3,952-76.0% |
| Admin fee / account holder | $297 | $7,215-95.9% | $16,245-98.2% | $6,261-95.2% |