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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 | $5,785 | $99,921-94.2% | $85,009-93.2% | $145,959-96.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.40% | 83.89%-71.5pp | 66.47%-54.1pp | 561.95%-549.6pp |
| Employer contribution / active EE | $451 | $3,233-86.1% | $2,728-83.5% | $4,661-90.3% |
| Participant deferral / active EE | $520 | $5,293-90.2% | $4,522-88.5% | $6,689-92.2% |
| Admin fee / account holder | $49 | $7,252-99.3% | $6,153-99.2% | $13,398-99.6% |