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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 | $11,030 | $115,814-90.5% | $101,275-89.1% | $158,982-93.1% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 38.68% | 56.16%-17.5pp | 46.48%-7.8pp | 302.99%-264.3pp |
| Employer contribution / active EE | $787 | $4,176-81.1% | $3,660-78.5% | $4,763-83.5% |
| Participant deferral / active EE | $1,202 | $4,958-75.8% | $4,371-72.5% | $5,983-79.9% |
| Admin fee / account holder | $162 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |