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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 | $9,602 | $165,361-94.2% | $149,715-93.6% | $158,950-94.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 48.46% | 348.24%-299.8pp | 276.66%-228.2pp | 302.91%-254.5pp |
| Employer contribution / active EE | $970 | $5,103-81.0% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $1,729 | $7,182-75.9% | $6,842-74.7% | $5,983-71.1% |
| Admin fee / account holder | $13 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |