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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 | $18,158 | $152,612-88.1% | $125,192-85.5% | $152,897-88.1% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 24.08% | 54.85%-30.8pp | 43.79%-19.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $3,115 | $4,947-37.0% | $3,866-19.4% | $4,764-34.6% |
| Participant deferral / active EE | $817 | $5,868-86.1% | $4,937-83.5% | $5,851-86.0% |
| Admin fee / account holder | $11 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |