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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 | $6,508 | $112,729-94.2% | $98,716-93.4% | $137,256-95.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.90% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $487 | $2,725-82.1% | $2,279-78.6% | $4,156-88.3% |
| Participant deferral / active EE | $650 | $4,640-86.0% | $4,048-83.9% | $6,407-89.9% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |