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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 | $4,762 | $115,917-95.9% | $100,535-95.3% | $158,982-97.0% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 29.78% | 34.80%-5.0pp | 30.90%-1.1pp | 302.99%-273.2pp |
| Employer contribution / active EE | $442 | $4,105-89.2% | $3,419-87.1% | $4,763-90.7% |
| Participant deferral / active EE | $442 | $6,677-93.4% | $6,271-93.0% | $5,983-92.6% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |