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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 | $8,838 | $103,008-91.4% | $90,304-90.2% | $152,897-94.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 26.75% | 95.22%-68.5pp | 78.13%-51.4pp | 345.43%-318.7pp |
| Employer contribution / active EE | $584 | $3,139-81.4% | $2,855-79.6% | $4,764-87.7% |
| Participant deferral / active EE | $730 | $4,281-83.0% | $3,885-81.2% | $5,851-87.5% |
| Admin fee / account holder | $253 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |