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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 | $22,908 | $98,766-76.8% | $149,730-84.7% | $79,852-71.3% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.5%-60.9pp | 69.6%-48.0pp |
| Annual return | 21.55% | 27.43%-5.9pp | 276.70%-255.2pp | 31.72%-10.2pp |
| Employer contribution / active EE | $667 | $3,217-79.3% | $4,645-85.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,336 | $5,681-76.5% | $6,843-80.5% | $3,740-64.3% |
| Admin fee / account holder | $10 | $6,052-99.8% | $9,310-99.9% | $5,306-99.8% |