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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 | $8,539 | $225,673-96.2% | $203,872-95.8% | $155,188-94.5% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 21.72% | 95.91%-74.2pp | 85.11%-63.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $510 | $4,099-87.6% | $3,757-86.4% | $4,248-88.0% |
| Participant deferral / active EE | $1,083 | $6,893-84.3% | $6,388-83.0% | $6,531-83.4% |
| Admin fee / account holder | $108 | $12,327-99.1% | $11,730-99.1% | $14,480-99.3% |