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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 | $11,884 | $157,304-92.4% | $141,197-91.6% | $152,909-92.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 45.82% | 64.34%-18.5pp | 71.41%-25.6pp | 345.46%-299.6pp |
| Employer contribution / active EE | $1,074 | $5,263-79.6% | $4,736-77.3% | $4,764-77.5% |
| Participant deferral / active EE | $1,734 | $7,111-75.6% | $6,710-74.2% | $5,851-70.4% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |