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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 | $8,137 | $232,540-96.5% | $185,117-95.6% | $147,586-94.5% |
| Participation rate | 46.2% | 82.4%-36.2pp | 77.3%-31.1pp | 82.8%-36.7pp |
| Annual return | 14.49% | 43.03%-28.5pp | 40.50%-26.0pp | 578.59%-564.1pp |
| Employer contribution / active EE | $433 | $5,195-91.7% | $4,182-89.7% | $4,876-91.1% |
| Participant deferral / active EE | $466 | $5,834-92.0% | $5,045-90.8% | $5,439-91.4% |
| Admin fee / account holder | $122 | $10,275-98.8% | $8,159-98.5% | $10,886-98.9% |