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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 | $11,748 | $108,911-89.2% | $100,392-88.3% | $145,884-91.9% |
| Participation rate | 63.2% | 83.0%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 10.96% | 58.23%-47.3pp | 49.45%-38.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $950 | $4,420-78.5% | $3,941-75.9% | $4,662-79.6% |
| Participant deferral / active EE | $1,158 | $8,459-86.3% | $8,090-85.7% | $6,690-82.7% |
| Admin fee / account holder | $93 | $9,698-99.0% | $7,904-98.8% | $13,392-99.3% |