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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 | $7,209 | $125,778-94.3% | $114,563-93.7% | $154,746-95.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 20.21% | 295.14%-274.9pp | 241.09%-220.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $423 | $2,806-84.9% | $2,592-83.7% | $4,379-90.3% |
| Participant deferral / active EE | $568 | $4,445-87.2% | $4,142-86.3% | $6,730-91.6% |
| Admin fee / account holder | $24 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |