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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 | $6,541 | $105,145-93.8% | $94,664-93.1% | $139,466-95.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 19.83% | 38.09%-18.3pp | 156.84%-137.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $731 | $4,107-82.2% | $3,673-80.1% | $4,754-84.6% |
| Participant deferral / active EE | $731 | $7,599-90.4% | $7,417-90.1% | $6,712-89.1% |
| Admin fee / account holder | $21 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |