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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 | $11,020 | $107,353-89.7% | $92,903-88.1% | $152,885-92.8% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.5%-34.8pp |
| Annual return | 30.95% | 145.62%-114.7pp | 109.43%-78.5pp | 345.39%-314.4pp |
| Employer contribution / active EE | $822 | $4,222-80.5% | $3,653-77.5% | $4,763-82.7% |
| Participant deferral / active EE | $842 | $4,848-82.6% | $4,238-80.1% | $5,851-85.6% |
| Admin fee / account holder | $78 | $7,081-98.9% | $5,795-98.7% | $11,598-99.3% |