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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 | $10,948 | $104,937-89.6% | $84,628-87.1% | $152,897-92.8% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 29.99% | 373.88%-343.9pp | 258.80%-228.8pp | 345.43%-315.4pp |
| Employer contribution / active EE | $770 | $3,303-76.7% | $2,653-71.0% | $4,764-83.8% |
| Participant deferral / active EE | $770 | $4,690-83.6% | $3,900-80.3% | $5,851-86.8% |
| Admin fee / account holder | $132 | $6,243-97.9% | $4,914-97.3% | $11,599-98.9% |