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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 | $6,123 | $123,854-95.1% | $69,623-91.2% | $145,884-95.8% |
| Participation rate | 28.6% | 69.2%-40.7pp | 66.4%-37.9pp | 80.3%-51.7pp |
| Annual return | 11.32% | 192.35%-181.0pp | 101.23%-89.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $440 | $2,673-83.5% | $1,709-74.2% | $4,662-90.6% |
| Participant deferral / active EE | $553 | $4,242-87.0% | $2,890-80.9% | $6,690-91.7% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |