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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 | $8,048 | $108,882-92.6% | $96,754-91.7% | $154,746-94.8% |
| Participation rate | 14.3% | 75.1%-60.8pp | 70.3%-56.0pp | 80.7%-66.4pp |
| Annual return | 24.47% | 98.39%-73.9pp | 82.04%-57.6pp | 172.34%-147.9pp |
| Employer contribution / active EE | $434 | $3,018-85.6% | $2,679-83.8% | $4,379-90.1% |
| Participant deferral / active EE | $434 | $5,323-91.9% | $4,758-90.9% | $6,730-93.6% |
| Admin fee / account holder | $53 | $10,200-99.5% | $8,905-99.4% | $14,365-99.6% |