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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 | $6,810 | $157,276-95.7% | $141,177-95.2% | $152,885-95.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 55.59% | 64.33%-8.7pp | 71.40%-15.8pp | 345.39%-289.8pp |
| Employer contribution / active EE | $999 | $5,262-81.0% | $4,736-78.9% | $4,763-79.0% |
| Participant deferral / active EE | $1,958 | $7,110-72.5% | $6,710-70.8% | $5,851-66.5% |
| Admin fee / account holder | $266 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |