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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 | $6,563 | $76,368-91.4% | $67,681-90.3% | $154,746-95.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 11.28% | 1066.77%-1055.5pp | 590.58%-579.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $326 | $3,151-89.7% | $2,678-87.8% | $4,379-92.6% |
| Participant deferral / active EE | $281 | $4,824-94.2% | $3,976-92.9% | $6,730-95.8% |
| Admin fee / account holder | $66 | $8,559-99.2% | $6,100-98.9% | $14,365-99.5% |