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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 | $11,931 | $150,197-92.1% | $120,368-90.1% | $145,959-91.8% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.0pp | 80.3%-37.4pp |
| Annual return | 17.14% | 154.26%-137.1pp | 107.26%-90.1pp | 561.95%-544.8pp |
| Employer contribution / active EE | $967 | $4,350-77.8% | $3,465-72.1% | $4,661-79.2% |
| Participant deferral / active EE | $1,163 | $6,174-81.2% | $4,991-76.7% | $6,689-82.6% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |