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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 | $10,155 | $112,935-91.0% | $90,970-88.8% | $158,966-93.6% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 48.07% | 215.79%-167.7pp | 134.58%-86.5pp | 302.95%-254.9pp |
| Employer contribution / active EE | $435 | $2,895-85.0% | $2,122-79.5% | $4,762-90.9% |
| Participant deferral / active EE | $562 | $4,129-86.4% | $3,373-83.4% | $5,983-90.6% |
| Admin fee / account holder | $58 | $8,045-99.3% | $5,960-99.0% | $11,250-99.5% |