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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 | $125,184-94.4% | $105,607-93.3% | $145,884-95.2% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-27.0pp |
| Annual return | 18.66% | 225.00%-206.3pp | 116.11%-97.4pp | 551.85%-533.2pp |
| Employer contribution / active EE | $918 | $3,720-75.3% | $3,167-71.0% | $4,662-80.3% |
| Participant deferral / active EE | $1,425 | $5,714-75.1% | $5,011-71.6% | $6,690-78.7% |
| Admin fee / account holder | $1 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |