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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 | $5,764 | $108,882-94.7% | $96,754-94.0% | $154,746-96.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 28.54% | 98.39%-69.8pp | 82.04%-53.5pp | 172.34%-143.8pp |
| Employer contribution / active EE | $908 | $3,018-69.9% | $2,679-66.1% | $4,379-79.3% |
| Participant deferral / active EE | $1,009 | $5,323-81.0% | $4,758-78.8% | $6,730-85.0% |
| Admin fee / account holder | $48 | $10,200-99.5% | $8,905-99.5% | $14,365-99.7% |