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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 | $10,568 | $121,656-91.3% | $104,614-89.9% | $158,950-93.4% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 20.25% | 465.51%-445.3pp | 340.56%-320.3pp | 302.91%-282.7pp |
| Employer contribution / active EE | $231 | $3,164-92.7% | $2,681-91.4% | $4,762-95.2% |
| Participant deferral / active EE | $645 | $4,177-84.6% | $3,739-82.7% | $5,983-89.2% |
| Admin fee / account holder | $21 | $7,775-99.7% | $6,464-99.7% | $11,248-99.8% |