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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 | $8,456 | $95,415-91.1% | $185,851-95.4% | $85,851-90.2% |
| Participation rate | 52.8% | 68.8%-16.0pp | 81.7%-28.9pp | 69.3%-16.5pp |
| Annual return | 12.04% | 23.59%-11.5pp | 122.11%-110.1pp | 318.63%-306.6pp |
| Employer contribution / active EE | $502 | $3,314-84.8% | $5,168-90.3% | $2,565-80.4% |
| Participant deferral / active EE | $543 | $3,424-84.1% | $5,569-90.2% | $3,952-86.3% |
| Admin fee / account holder | $151 | $7,215-97.9% | $16,245-99.1% | $6,261-97.6% |