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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 | $4,703 | $124,346-96.2% | $111,308-95.8% | $167,536-97.2% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 13.14% | 37.45%-24.3pp | 54.67%-41.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $941 | $3,437-72.6% | $2,732-65.6% | $4,839-80.6% |
| Participant deferral / active EE | $1,411 | $5,182-72.8% | $4,487-68.5% | $6,342-77.7% |
| Admin fee / account holder | $15 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |