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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 | $10,843 | $157,304-93.1% | $141,197-92.3% | $152,909-92.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 94.58% | 64.34%+30.2pp | 71.41%+23.2pp | 345.46%-250.9pp |
| Employer contribution / active EE | $977 | $5,263-81.4% | $4,736-79.4% | $4,764-79.5% |
| Participant deferral / active EE | $1,234 | $7,111-82.6% | $6,710-81.6% | $5,851-78.9% |
| Admin fee / account holder | $64 | $12,126-99.5% | $10,265-99.4% | $11,601-99.4% |