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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 | $5,388 | $77,416-93.0% | $69,464-92.2% | $152,897-96.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 18.43% | 39.08%-20.6pp | 28.98%-10.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $536 | $3,315-83.8% | $2,779-80.7% | $4,764-88.8% |
| Participant deferral / active EE | $820 | $4,413-81.4% | $3,536-76.8% | $5,851-86.0% |
| Admin fee / account holder | $115 | $6,208-98.1% | $3,840-97.0% | $11,599-99.0% |