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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 | $5,724 | $115,810-95.1% | $101,271-94.3% | $158,966-96.4% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 33.77% | 56.15%-22.4pp | 46.48%-12.7pp | 302.95%-269.2pp |
| Employer contribution / active EE | $851 | $4,175-79.6% | $3,660-76.8% | $4,762-82.1% |
| Participant deferral / active EE | $1,322 | $4,958-73.3% | $4,371-69.7% | $5,983-77.9% |
| Admin fee / account holder | $64 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |