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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 | $16,046 | $132,634-87.9% | $115,768-86.1% | $137,256-88.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 18.20% | 160.70%-142.5pp | 100.46%-82.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $736 | $3,360-78.1% | $2,940-75.0% | $4,156-82.3% |
| Participant deferral / active EE | $736 | $5,619-86.9% | $4,917-85.0% | $6,407-88.5% |
| Admin fee / account holder | $73 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |