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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 | $8,709 | $48,337-82.0% | $67,560-87.1% | $80,959-89.2% |
| Participation rate | 27.6% | 66.4%-38.8pp | 72.9%-45.3pp | 67.7%-40.1pp |
| Annual return | 14.02% | 18.26%-4.2pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $563 | $2,023-72.2% | $2,737-79.4% | $2,757-79.6% |
| Participant deferral / active EE | $739 | $2,928-74.8% | $4,004-81.5% | $4,300-82.8% |
| Admin fee / account holder | $39 | $3,695-98.9% | $3,994-99.0% | $6,925-99.4% |