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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 | $5,793 | $228,352-97.5% | $185,835-96.9% | $158,966-96.4% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 13.85% | 40.81%-27.0pp | 35.96%-22.1pp | 302.95%-289.1pp |
| Employer contribution / active EE | $706 | $4,967-85.8% | $4,087-82.7% | $4,762-85.2% |
| Participant deferral / active EE | $706 | $6,416-89.0% | $5,633-87.5% | $5,983-88.2% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |