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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 | $7,642 | $106,280-92.8% | $96,538-92.1% | $139,487-94.5% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 40.28% | 38.48%+1.8pp | 35.74%+4.5pp | 373.84%-333.6pp |
| Employer contribution / active EE | $1,020 | $4,107-75.2% | $3,740-72.7% | $4,755-78.5% |
| Participant deferral / active EE | $1,293 | $5,457-76.3% | $4,880-73.5% | $6,713-80.7% |
| Admin fee / account holder | $100 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |