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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 | $6,035 | $81,664-92.6% | $70,476-91.4% | $158,966-96.2% |
| Participation rate | 28.6% | 77.7%-49.2pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 14.23% | 208.59%-194.4pp | 109.12%-94.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $641 | $3,219-80.1% | $2,738-76.6% | $4,762-86.5% |
| Participant deferral / active EE | $641 | $4,556-85.9% | $3,710-82.7% | $5,983-89.3% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |