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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 | $11,854 | $165,399-92.8% | $149,745-92.1% | $158,982-92.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 28.71% | 348.34%-319.6pp | 276.72%-248.0pp | 302.99%-274.3pp |
| Employer contribution / active EE | $935 | $5,105-81.7% | $4,646-79.9% | $4,763-80.4% |
| Participant deferral / active EE | $2,159 | $7,183-69.9% | $6,843-68.5% | $5,983-63.9% |
| Admin fee / account holder | $247 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |