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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 | $11,610 | $289,211-96.0% | $260,467-95.5% | $198,609-94.2% |
| Participation rate | 50.0% | 83.1%-33.1pp | 80.5%-30.5pp | 82.4%-32.4pp |
| Annual return | 28.22% | 112.90%-84.7pp | 100.60%-72.4pp | 202.70%-174.5pp |
| Employer contribution / active EE | $875 | $4,663-81.2% | $4,239-79.4% | $5,055-82.7% |
| Participant deferral / active EE | $1,400 | $6,812-79.4% | $6,319-77.8% | $6,977-79.9% |
| Admin fee / account holder | $67 | $16,236-99.6% | $15,461-99.6% | $19,030-99.6% |