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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 | $5,904 | $78,707-92.5% | $117,861-95.0% | $70,126-91.6% |
| Participation rate | 26.3% | 73.2%-46.9pp | 79.7%-53.3pp | 69.5%-43.2pp |
| Annual return | 42.35% | 23.30%+19.1pp | 335.11%-292.8pp | 73.15%-30.8pp |
| Employer contribution / active EE | $777 | $2,223-65.1% | $3,786-79.5% | $2,343-66.8% |
| Participant deferral / active EE | $847 | $3,297-74.3% | $4,482-81.1% | $3,332-74.6% |
| Admin fee / account holder | $56 | $5,066-98.9% | $8,021-99.3% | $4,645-98.8% |