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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 | $8,968 | $112,933-92.1% | $90,970-90.1% | $158,982-94.4% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 25.30% | 215.82%-190.5pp | 134.60%-109.3pp | 302.99%-277.7pp |
| Employer contribution / active EE | $454 | $2,893-84.3% | $2,122-78.6% | $4,763-90.5% |
| Participant deferral / active EE | $473 | $4,128-88.6% | $3,373-86.0% | $5,983-92.1% |
| Admin fee / account holder | $28 | $8,047-99.7% | $5,961-99.5% | $11,252-99.8% |