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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 | $15,195 | $118,708-87.2% | $98,920-84.6% | $158,982-90.4% |
| Participation rate | 36.8% | 77.8%-41.0pp | 76.0%-39.2pp | 82.0%-45.1pp |
| Annual return | 26.48% | 372.49%-346.0pp | 196.47%-170.0pp | 302.99%-276.5pp |
| Employer contribution / active EE | $740 | $3,334-77.8% | $2,689-72.5% | $4,763-84.5% |
| Participant deferral / active EE | $1,145 | $5,089-77.5% | $4,245-73.0% | $5,983-80.9% |
| Admin fee / account holder | $52 | $10,134-99.5% | $6,643-99.2% | $11,252-99.5% |