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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 | $5,163 | $97,125-94.7% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.49% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $609 | $2,841-78.6% | $2,504-75.7% | $4,156-85.4% |
| Participant deferral / active EE | $609 | $5,180-88.2% | $4,559-86.6% | $6,407-90.5% |
| Admin fee / account holder | $26 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |