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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 | $13,098 | $129,737-89.9% | $119,126-89.0% | $154,746-91.5% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 21.89% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $966 | $4,375-77.9% | $4,034-76.0% | $4,379-77.9% |
| Participant deferral / active EE | $1,270 | $5,842-78.3% | $5,318-76.1% | $6,730-81.1% |
| Admin fee / account holder | $12 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |