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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 | $9,926 | $118,708-91.6% | $98,920-90.0% | $158,966-93.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 14.69% | 372.49%-357.8pp | 196.47%-181.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $734 | $3,334-78.0% | $2,689-72.7% | $4,762-84.6% |
| Participant deferral / active EE | $889 | $5,089-82.5% | $4,245-79.1% | $5,983-85.1% |
| Admin fee / account holder | $114 | $10,134-98.9% | $6,643-98.3% | $11,250-99.0% |