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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 | $10,269 | $162,821-93.7% | $133,978-92.3% | $158,982-93.5% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 42.68% | 41.95%+0.7pp | 45.10%-2.4pp | 302.99%-260.3pp |
| Employer contribution / active EE | $943 | $4,976-81.0% | $3,919-75.9% | $4,763-80.2% |
| Participant deferral / active EE | $972 | $5,910-83.6% | $5,047-80.7% | $5,983-83.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |