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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 | $7,040 | $125,190-94.4% | $105,624-93.3% | $145,897-95.2% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-27.0pp |
| Annual return | 18.66% | 225.22%-206.6pp | 116.20%-97.5pp | 552.29%-533.6pp |
| Employer contribution / active EE | $918 | $3,720-75.3% | $3,168-71.0% | $4,663-80.3% |
| Participant deferral / active EE | $1,425 | $5,716-75.1% | $5,013-71.6% | $6,689-78.7% |
| Admin fee / account holder | $1 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |