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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 | $10,454 | $115,796-91.0% | $101,264-89.7% | $158,950-93.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 22.89% | 56.15%-33.3pp | 46.48%-23.6pp | 302.91%-280.0pp |
| Employer contribution / active EE | $917 | $4,175-78.0% | $3,660-74.9% | $4,762-80.7% |
| Participant deferral / active EE | $1,159 | $4,958-76.6% | $4,370-73.5% | $5,983-80.6% |
| Admin fee / account holder | $49 | $7,247-99.3% | $5,947-99.2% | $11,248-99.6% |