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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 | $10,665 | $98,240-89.1% | $82,313-87.0% | $147,585-92.8% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 28.30% | 30.85%-2.6pp | 25.88%+2.4pp | 578.58%-550.3pp |
| Employer contribution / active EE | $731 | $3,192-77.1% | $2,428-69.9% | $4,876-85.0% |
| Participant deferral / active EE | $900 | $4,383-79.5% | $3,706-75.7% | $5,439-83.5% |
| Admin fee / account holder | $45 | $8,563-99.5% | $5,608-99.2% | $10,886-99.6% |