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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 | $7,858 | $103,008-92.4% | $90,304-91.3% | $152,897-94.9% |
| Participation rate | 26.3% | 75.9%-49.6pp | 73.3%-47.0pp | 82.5%-56.1pp |
| Annual return | 33.63% | 95.22%-61.6pp | 78.13%-44.5pp | 345.43%-311.8pp |
| Employer contribution / active EE | $345 | $3,139-89.0% | $2,855-87.9% | $4,764-92.8% |
| Participant deferral / active EE | $398 | $4,281-90.7% | $3,885-89.8% | $5,851-93.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |