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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 | $6,820 | $232,540-97.1% | $185,117-96.3% | $147,586-95.4% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 27.48% | 43.03%-15.6pp | 40.50%-13.0pp | 578.59%-551.1pp |
| Employer contribution / active EE | $1,541 | $5,195-70.3% | $4,182-63.1% | $4,876-68.4% |
| Participant deferral / active EE | $747 | $5,834-87.2% | $5,045-85.2% | $5,439-86.3% |
| Admin fee / account holder | $65 | $10,275-99.4% | $8,159-99.2% | $10,886-99.4% |