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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 | $5,718 | $125,184-95.4% | $105,607-94.6% | $145,884-96.1% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 13.61% | 225.00%-211.4pp | 116.11%-102.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $803 | $3,720-78.4% | $3,167-74.6% | $4,662-82.8% |
| Participant deferral / active EE | $883 | $5,714-84.6% | $5,011-82.4% | $6,690-86.8% |
| Admin fee / account holder | $27 | $17,133-99.8% | $10,958-99.8% | $13,392-99.8% |