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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 | $7,145 | $102,638-93.0% | $81,991-91.3% | $158,966-95.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 27.73% | 61.05%-33.3pp | 41.31%-13.6pp | 302.95%-275.2pp |
| Employer contribution / active EE | $455 | $3,241-86.0% | $2,498-81.8% | $4,762-90.5% |
| Participant deferral / active EE | $682 | $4,649-85.3% | $3,722-81.7% | $5,983-88.6% |
| Admin fee / account holder | $27 | $8,237-99.7% | $5,665-99.5% | $11,250-99.8% |