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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 | $91,194-91.4% | $178,486-95.6% | $79,860-90.1% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 44.11% | 24.19%+19.9pp | 151.08%-107.0pp | 31.72%+12.4pp |
| Employer contribution / active EE | $509 | $3,256-84.4% | $5,011-89.8% | $2,471-79.4% |
| Participant deferral / active EE | $599 | $3,236-81.5% | $5,202-88.5% | $3,740-84.0% |
| Admin fee / account holder | $269 | $6,751-96.0% | $13,985-98.1% | $5,306-94.9% |