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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 | $10,645 | $125,184-91.5% | $105,607-89.9% | $145,884-92.7% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 15.29% | 225.00%-209.7pp | 116.11%-100.8pp | 551.85%-536.6pp |
| Employer contribution / active EE | $860 | $3,720-76.9% | $3,167-72.8% | $4,662-81.6% |
| Participant deferral / active EE | $953 | $5,714-83.3% | $5,011-81.0% | $6,690-85.8% |
| Admin fee / account holder | $17 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |