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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 | $5,721 | $117,829-95.1% | $102,423-94.4% | $145,877-96.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.33% | 31.83%-18.5pp | 29.42%-16.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,123 | $3,615-68.9% | $3,023-62.9% | $4,663-75.9% |
| Participant deferral / active EE | $987 | $5,732-82.8% | $5,054-80.5% | $6,691-85.3% |
| Admin fee / account holder | $192 | $13,335-98.6% | $9,455-98.0% | $13,402-98.6% |