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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 | $6,667 | $99,875-93.3% | $146,866-95.5% | $86,983-92.3% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.5%-10.0pp |
| Annual return | 14.54% | 28.10%-13.6pp | 102.85%-88.3pp | 25.83%-11.3pp |
| Employer contribution / active EE | $376 | $3,224-88.3% | $4,425-91.5% | $2,584-85.4% |
| Participant deferral / active EE | $589 | $6,322-90.7% | $7,759-92.4% | $4,194-86.0% |
| Admin fee / account holder | $202 | $7,838-97.4% | $13,620-98.5% | $7,856-97.4% |