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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 | $8,126 | $165,399-95.1% | $149,745-94.6% | $158,982-94.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 38.88% | 348.34%-309.5pp | 276.72%-237.8pp | 302.99%-264.1pp |
| Employer contribution / active EE | $972 | $5,105-81.0% | $4,646-79.1% | $4,763-79.6% |
| Participant deferral / active EE | $1,569 | $7,183-78.2% | $6,843-77.1% | $5,983-73.8% |
| Admin fee / account holder | $26 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |