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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 | $7,863 | $157,829-95.0% | $136,867-94.3% | $198,609-96.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 22.94% | 51.25%-28.3pp | 42.97%-20.0pp | 202.70%-179.8pp |
| Employer contribution / active EE | $798 | $3,923-79.7% | $3,547-77.5% | $5,055-84.2% |
| Participant deferral / active EE | $1,235 | $5,463-77.4% | $4,924-74.9% | $6,977-82.3% |
| Admin fee / account holder | $36 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |