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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 | $12,676 | $232,540-94.5% | $185,117-93.2% | $147,586-91.4% |
| Participation rate | 14.3% | 82.4%-68.1pp | 77.3%-63.0pp | 82.8%-68.5pp |
| Annual return | 15.42% | 43.03%-27.6pp | 40.50%-25.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $428 | $5,195-91.8% | $4,182-89.8% | $4,876-91.2% |
| Participant deferral / active EE | $474 | $5,834-91.9% | $5,045-90.6% | $5,439-91.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |