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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 | $7,628 | $114,013-93.3% | $103,693-92.6% | $155,188-95.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 20.95% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $450 | $3,131-85.6% | $2,920-84.6% | $4,248-89.4% |
| Participant deferral / active EE | $900 | $4,970-81.9% | $4,579-80.3% | $6,531-86.2% |
| Admin fee / account holder | $36 | $8,407-99.6% | $7,858-99.5% | $14,480-99.8% |