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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 | $12,473 | $125,184-90.0% | $105,607-88.2% | $145,884-91.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.37% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.5pp |
| Employer contribution / active EE | $937 | $3,720-74.8% | $3,167-70.4% | $4,662-79.9% |
| Participant deferral / active EE | $1,585 | $5,714-72.3% | $5,011-68.4% | $6,690-76.3% |
| Admin fee / account holder | $62 | $17,133-99.6% | $10,958-99.4% | $13,392-99.5% |