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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 | $6,995 | $144,124-95.1% | $117,857-94.1% | $147,585-95.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 24.43% | 531.17%-506.7pp | 335.09%-310.7pp | 578.57%-554.1pp |
| Employer contribution / active EE | $985 | $4,897-79.9% | $3,786-74.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,399 | $5,316-73.7% | $4,482-68.8% | $5,439-74.3% |
| Admin fee / account holder | $225 | $10,886-97.9% | $8,020-97.2% | $10,885-97.9% |