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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 | $6,127 | $202,440-97.0% | $169,390-96.4% | $139,466-95.6% |
| Participation rate | 45.5% | 81.1%-35.7pp | 77.2%-31.7pp | 80.3%-34.9pp |
| Annual return | 24.64% | 532.36%-507.7pp | 406.07%-381.4pp | 373.66%-349.0pp |
| Employer contribution / active EE | $672 | $4,693-85.7% | $4,013-83.3% | $4,754-85.9% |
| Participant deferral / active EE | $809 | $6,940-88.3% | $6,222-87.0% | $6,712-87.9% |
| Admin fee / account holder | $13 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |