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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 | $5,347 | $208,088-97.4% | $186,193-97.1% | $154,746-96.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 21.74% | 89.97%-68.2pp | 78.03%-56.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $636 | $4,340-85.4% | $3,918-83.8% | $4,379-85.5% |
| Participant deferral / active EE | $764 | $7,078-89.2% | $6,513-88.3% | $6,730-88.7% |
| Admin fee / account holder | $25 | $11,698-99.8% | $11,058-99.8% | $14,365-99.8% |