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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 | $7,091 | $78,690-91.0% | $161,489-95.6% | $87,485-91.9% |
| Participation rate | 29.6% | 67.5%-37.8pp | 78.7%-49.1pp | 68.9%-39.3pp |
| Annual return | 23.54% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $459 | $2,588-82.3% | $4,268-89.3% | $2,596-82.3% |
| Participant deferral / active EE | $504 | $3,311-84.8% | $5,630-91.0% | $4,274-88.2% |
| Admin fee / account holder | $93 | $6,724-98.6% | $16,006-99.4% | $7,775-98.8% |