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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 | $7,180 | $114,013-93.7% | $103,693-93.1% | $155,188-95.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 49.72% | 49.31%+0.4pp | 47.61%+2.1pp | 148.84%-99.1pp |
| Employer contribution / active EE | $595 | $3,131-81.0% | $2,920-79.6% | $4,248-86.0% |
| Participant deferral / active EE | $1,003 | $4,970-79.8% | $4,579-78.1% | $6,531-84.6% |
| Admin fee / account holder | $49 | $8,407-99.4% | $7,858-99.4% | $14,480-99.7% |