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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 | $11,022 | $101,063-89.1% | $81,473-86.5% | $147,586-92.5% |
| Participation rate | 12.5% | 74.5%-62.0pp | 68.0%-55.5pp | 82.8%-70.3pp |
| Annual return | 17.50% | 32.41%-14.9pp | 38.78%-21.3pp | 578.59%-561.1pp |
| Employer contribution / active EE | $130 | $3,206-95.9% | $2,568-94.9% | $4,876-97.3% |
| Participant deferral / active EE | $130 | $4,242-96.9% | $3,537-96.3% | $5,439-97.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |