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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 | $13,158 | $112,131-88.3% | $95,964-86.3% | $158,982-91.7% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.3pp |
| Annual return | 22.51% | 171.19%-148.7pp | 91.64%-69.1pp | 302.99%-280.5pp |
| Employer contribution / active EE | $655 | $3,199-79.5% | $2,541-74.2% | $4,763-86.2% |
| Participant deferral / active EE | $1,360 | $4,784-71.6% | $4,167-67.3% | $5,983-77.3% |
| Admin fee / account holder | $197 | $10,136-98.1% | $6,797-97.1% | $11,252-98.2% |