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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 | $7,886 | $91,198-91.4% | $178,503-95.6% | $79,856-90.1% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 44.11% | 24.20%+19.9pp | 151.12%-107.0pp | 31.71%+12.4pp |
| Employer contribution / active EE | $509 | $3,257-84.4% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $599 | $3,237-81.5% | $5,202-88.5% | $3,741-84.0% |
| Admin fee / account holder | $269 | $6,748-96.0% | $13,987-98.1% | $5,306-94.9% |