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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 | $13,600 | $115,796-88.3% | $101,264-86.6% | $158,950-91.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 23.65% | 56.15%-32.5pp | 46.48%-22.8pp | 302.91%-279.3pp |
| Employer contribution / active EE | $912 | $4,175-78.1% | $3,660-75.1% | $4,762-80.8% |
| Participant deferral / active EE | $1,140 | $4,958-77.0% | $4,370-73.9% | $5,983-80.9% |
| Admin fee / account holder | $18 | $7,247-99.8% | $5,947-99.7% | $11,248-99.8% |