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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 | $7,432 | $77,901-90.5% | $149,717-95.0% | $75,181-90.1% |
| Participation rate | 30.3% | 65.6%-35.3pp | 78.8%-48.5pp | 67.2%-36.9pp |
| Annual return | 47.62% | 31.73%+15.9pp | 134.41%-86.8pp | 160.69%-113.1pp |
| Employer contribution / active EE | $615 | $3,137-80.4% | $4,820-87.2% | $2,671-77.0% |
| Participant deferral / active EE | $735 | $3,411-78.5% | $5,682-87.1% | $4,126-82.2% |
| Admin fee / account holder | $92 | $5,949-98.5% | $13,213-99.3% | $5,650-98.4% |