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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 | $12,627 | $100,792-87.5% | $86,691-85.4% | $134,509-90.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $873 | $3,491-75.0% | $2,837-69.2% | $4,741-81.6% |
| Participant deferral / active EE | $873 | $5,339-83.7% | $4,656-81.3% | $6,400-86.4% |
| Admin fee / account holder | $85 | $10,924-99.2% | $7,492-98.9% | $11,427-99.3% |