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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 | $12,442 | $112,933-89.0% | $90,970-86.3% | $158,982-92.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 21.97% | 215.82%-193.8pp | 134.60%-112.6pp | 302.99%-281.0pp |
| Employer contribution / active EE | $421 | $2,893-85.4% | $2,122-80.1% | $4,763-91.2% |
| Participant deferral / active EE | $625 | $4,128-84.9% | $3,373-81.5% | $5,983-89.5% |
| Admin fee / account holder | $51 | $8,047-99.4% | $5,961-99.1% | $11,252-99.5% |