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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 | $6,653 | $124,346-94.6% | $111,308-94.0% | $167,536-96.0% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.9pp | 82.1%-43.7pp |
| Annual return | 37.68% | 37.45%+0.2pp | 54.67%-17.0pp | 478.82%-441.1pp |
| Employer contribution / active EE | $890 | $3,437-74.1% | $2,732-67.4% | $4,839-81.6% |
| Participant deferral / active EE | $895 | $5,182-82.7% | $4,487-80.1% | $6,342-85.9% |
| Admin fee / account holder | $13 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |