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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 | $7,959 | $142,430-94.4% | $115,170-93.1% | $152,897-94.8% |
| Participation rate | 38.5% | 82.4%-43.9pp | 75.9%-37.4pp | 82.5%-44.0pp |
| Annual return | 40.25% | 41.48%-1.2pp | 35.60%+4.6pp | 345.43%-305.2pp |
| Employer contribution / active EE | $960 | $4,011-76.1% | $3,179-69.8% | $4,764-79.8% |
| Participant deferral / active EE | $1,244 | $5,165-75.9% | $4,169-70.2% | $5,851-78.7% |
| Admin fee / account holder | $180 | $8,464-97.9% | $7,089-97.5% | $11,599-98.4% |