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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 | $10,636 | $176,077-94.0% | $159,455-93.3% | $167,518-93.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.80% | 331.83%-314.0pp | 263.63%-245.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $993 | $5,298-81.3% | $4,830-79.4% | $4,838-79.5% |
| Participant deferral / active EE | $1,116 | $7,751-85.6% | $7,353-84.8% | $6,342-82.4% |
| Admin fee / account holder | $46 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |