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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 | $5,650 | $95,406-94.1% | $185,849-97.0% | $85,847-93.4% |
| Participation rate | 54.2% | 68.8%-14.6pp | 81.7%-27.5pp | 69.3%-15.2pp |
| Annual return | 16.73% | 23.59%-6.9pp | 122.10%-105.4pp | 318.61%-301.9pp |
| Employer contribution / active EE | $584 | $3,314-82.4% | $5,169-88.7% | $2,565-77.2% |
| Participant deferral / active EE | $948 | $3,424-72.3% | $5,569-83.0% | $3,952-76.0% |
| Admin fee / account holder | $100 | $7,214-98.6% | $16,244-99.4% | $6,261-98.4% |