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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 | $4,959 | $100,139-95.0% | $85,187-94.2% | $145,884-96.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 15.04% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $555 | $3,238-82.9% | $2,732-79.7% | $4,662-88.1% |
| Participant deferral / active EE | $555 | $5,296-89.5% | $4,525-87.7% | $6,690-91.7% |
| Admin fee / account holder | $156 | $7,262-97.9% | $6,162-97.5% | $13,392-98.8% |