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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 | $9,267 | $104,664-91.1% | $85,693-89.2% | $167,518-94.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 17.73% | 21.45%-3.7pp | 21.49%-3.8pp | 478.71%-461.0pp |
| Employer contribution / active EE | $1,040 | $3,337-68.8% | $2,618-60.3% | $4,838-78.5% |
| Participant deferral / active EE | $1,040 | $4,824-78.4% | $3,923-73.5% | $6,342-83.6% |
| Admin fee / account holder | $63 | $10,032-99.4% | $6,874-99.1% | $12,312-99.5% |