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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 | $4,864 | $225,673-97.8% | $203,872-97.6% | $155,188-96.9% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 22.34% | 95.91%-73.6pp | 85.11%-62.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $695 | $4,099-83.0% | $3,757-81.5% | $4,248-83.6% |
| Participant deferral / active EE | $861 | $6,893-87.5% | $6,388-86.5% | $6,531-86.8% |
| Admin fee / account holder | $16 | $12,327-99.9% | $11,730-99.9% | $14,480-99.9% |