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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 | $6,743 | $211,105-96.8% | $178,449-96.2% | $145,978-95.4% |
| Participation rate | 41.7% | 80.8%-39.1pp | 77.1%-35.4pp | 80.3%-38.6pp |
| Annual return | 96.81% | 30.19%+66.6pp | 27.09%+69.7pp | 550.52%-453.7pp |
| Employer contribution / active EE | $685 | $4,569-85.0% | $3,951-82.7% | $4,662-85.3% |
| Participant deferral / active EE | $945 | $6,959-86.4% | $6,277-84.9% | $6,690-85.9% |
| Admin fee / account holder | $274 | $12,017-97.7% | $10,362-97.4% | $13,400-98.0% |