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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 | $10,182 | $225,673-95.5% | $203,872-95.0% | $155,188-93.4% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 21.25% | 95.91%-74.7pp | 85.11%-63.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $249 | $4,099-93.9% | $3,757-93.4% | $4,248-94.1% |
| Participant deferral / active EE | $406 | $6,893-94.1% | $6,388-93.6% | $6,531-93.8% |
| Admin fee / account holder | $49 | $12,327-99.6% | $11,730-99.6% | $14,480-99.7% |