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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 | $10,486 | $102,638-89.8% | $81,991-87.2% | $158,966-93.4% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.3%-44.3pp | 82.0%-57.0pp |
| Annual return | 32.02% | 61.05%-29.0pp | 41.31%-9.3pp | 302.95%-270.9pp |
| Employer contribution / active EE | $542 | $3,241-83.3% | $2,498-78.3% | $4,762-88.6% |
| Participant deferral / active EE | $786 | $4,649-83.1% | $3,722-78.9% | $5,983-86.9% |
| Admin fee / account holder | $84 | $8,237-99.0% | $5,665-98.5% | $11,250-99.3% |