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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 | $7,316 | $93,589-92.2% | $135,942-94.6% | $75,181-90.3% |
| Participation rate | 42.0% | 75.2%-33.2pp | 81.9%-39.9pp | 67.2%-25.2pp |
| Annual return | 31.57% | 30.90%+0.7pp | 68.28%-36.7pp | 160.69%-129.1pp |
| Employer contribution / active EE | $809 | $3,537-77.1% | $4,858-83.4% | $2,671-69.7% |
| Participant deferral / active EE | $1,100 | $6,405-82.8% | $7,759-85.8% | $4,126-73.3% |
| Admin fee / account holder | $18 | $6,977-99.7% | $10,764-99.8% | $5,650-99.7% |