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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 | $5,798 | $103,392-94.4% | $87,104-93.3% | $152,897-96.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 25.55% | 28.10%-2.5pp | 28.19%-2.6pp | 345.43%-319.9pp |
| Employer contribution / active EE | $801 | $3,221-75.1% | $2,521-68.2% | $4,764-83.2% |
| Participant deferral / active EE | $1,274 | $4,778-73.3% | $4,048-68.5% | $5,851-78.2% |
| Admin fee / account holder | $65 | $12,194-99.5% | $7,491-99.1% | $11,599-99.4% |