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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 | $8,794 | $132,634-93.4% | $115,768-92.4% | $137,256-93.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 20.40% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $733 | $3,360-78.2% | $2,940-75.1% | $4,156-82.4% |
| Participant deferral / active EE | $1,153 | $5,619-79.5% | $4,917-76.5% | $6,407-82.0% |
| Admin fee / account holder | $24 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |