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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 | $10,148 | $96,524-89.5% | $75,900-86.6% | $152,909-93.4% |
| Participation rate | 47.4% | 76.2%-28.8pp | 69.3%-21.9pp | 82.5%-35.1pp |
| Annual return | 22.86% | 33.93%-11.1pp | 30.73%-7.9pp | 345.46%-322.6pp |
| Employer contribution / active EE | $783 | $3,311-76.3% | $2,501-68.7% | $4,764-83.6% |
| Participant deferral / active EE | $994 | $4,554-78.2% | $3,604-72.4% | $5,851-83.0% |
| Admin fee / account holder | $15 | $8,082-99.8% | $5,421-99.7% | $11,601-99.9% |