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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 | $8,562 | $106,280-91.9% | $96,538-91.1% | $139,487-93.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 42.67% | 38.48%+4.2pp | 35.74%+6.9pp | 373.84%-331.2pp |
| Employer contribution / active EE | $1,058 | $4,107-74.2% | $3,740-71.7% | $4,755-77.7% |
| Participant deferral / active EE | $1,053 | $5,457-80.7% | $4,880-78.4% | $6,713-84.3% |
| Admin fee / account holder | $60 | $7,888-99.2% | $6,737-99.1% | $11,407-99.5% |