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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 | $5,522 | $100,073-94.5% | $85,126-93.5% | $145,877-96.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.30% | 84.11%-72.8pp | 66.63%-55.3pp | 551.28%-540.0pp |
| Employer contribution / active EE | $411 | $3,236-87.3% | $2,731-85.0% | $4,663-91.2% |
| Participant deferral / active EE | $707 | $5,294-86.6% | $4,523-84.4% | $6,691-89.4% |
| Admin fee / account holder | $42 | $7,261-99.4% | $6,160-99.3% | $13,402-99.7% |