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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 | $7,437 | $107,353-93.1% | $92,903-92.0% | $152,885-95.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 39.00% | 145.62%-106.6pp | 109.43%-70.4pp | 345.39%-306.4pp |
| Employer contribution / active EE | $801 | $4,222-81.0% | $3,653-78.1% | $4,763-83.2% |
| Participant deferral / active EE | $1,088 | $4,848-77.5% | $4,238-74.3% | $5,851-81.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |