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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 | $20,586 | $68,412-69.9% | $94,679-78.3% | $75,181-72.6% |
| Participation rate | 30.8% | 76.1%-45.3pp | 80.8%-50.1pp | 67.2%-36.4pp |
| Annual return | 20.70% | 616.91%-596.2pp | 156.75%-136.1pp | 160.69%-140.0pp |
| Employer contribution / active EE | $634 | $2,701-76.5% | $3,673-82.7% | $2,671-76.2% |
| Participant deferral / active EE | $807 | $6,537-87.7% | $7,417-89.1% | $4,126-80.5% |
| Admin fee / account holder | $109 | $5,326-98.0% | $7,233-98.5% | $5,650-98.1% |