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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 | $7,036 | $180,749-96.1% | $160,784-95.6% | $137,256-94.9% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 23.75% | 2234.46%-2210.7pp | 1803.92%-1780.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $659 | $4,155-84.1% | $3,733-82.4% | $4,156-84.2% |
| Participant deferral / active EE | $994 | $6,844-85.5% | $6,293-84.2% | $6,407-84.5% |
| Admin fee / account holder | $16 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |