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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 | $4,437 | $105,929-95.8% | $81,716-94.6% | $158,966-97.2% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 33.68% | 38.19%-4.5pp | 29.49%+4.2pp | 302.95%-269.3pp |
| Employer contribution / active EE | $350 | $7,802-95.5% | $4,310-91.9% | $4,762-92.7% |
| Participant deferral / active EE | $400 | $13,007-96.9% | $7,108-94.4% | $5,983-93.3% |
| Admin fee / account holder | $31 | $8,492-99.6% | $5,159-99.4% | $11,250-99.7% |