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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 | $8,671 | $103,008-91.6% | $90,304-90.4% | $152,897-94.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 34.18% | 95.22%-61.0pp | 78.13%-44.0pp | 345.43%-311.2pp |
| Employer contribution / active EE | $669 | $3,139-78.7% | $2,855-76.6% | $4,764-86.0% |
| Participant deferral / active EE | $669 | $4,281-84.4% | $3,885-82.8% | $5,851-88.6% |
| Admin fee / account holder | $68 | $6,175-98.9% | $5,354-98.7% | $11,599-99.4% |