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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 | $12,106 | $228,395-94.7% | $185,861-93.5% | $158,982-92.4% |
| Participation rate | 30.0% | 82.3%-52.3pp | 78.0%-48.0pp | 82.0%-52.0pp |
| Annual return | 38.09% | 40.82%-2.7pp | 35.96%+2.1pp | 302.99%-264.9pp |
| Employer contribution / active EE | $766 | $4,968-84.6% | $4,088-81.3% | $4,763-83.9% |
| Participant deferral / active EE | $1,103 | $6,417-82.8% | $5,634-80.4% | $5,983-81.6% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |