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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 | $13,009 | $225,673-94.2% | $203,872-93.6% | $155,188-91.6% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 11.62% | 95.91%-84.3pp | 85.11%-73.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $559 | $4,099-86.4% | $3,757-85.1% | $4,248-86.9% |
| Participant deferral / active EE | $559 | $6,893-91.9% | $6,388-91.3% | $6,531-91.4% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |