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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 | $9,620 | $83,337-88.5% | $67,834-85.8% | $273,972-96.5% |
| Participation rate | 58.8% | 76.4%-17.6pp | 68.8%-10.0pp | 83.0%-24.2pp |
| Annual return | 6.29% | 259.45%-253.2pp | 138.47%-132.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $701 | $3,287-78.7% | $2,403-70.8% | $4,869-85.6% |
| Participant deferral / active EE | $897 | $4,088-78.1% | $3,160-71.6% | $5,287-83.0% |
| Admin fee / account holder | $70 | $6,752-99.0% | $4,622-98.5% | $10,133-99.3% |