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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 | $10,250 | $172,111-94.0% | $150,298-93.2% | $137,256-92.5% |
| Participation rate | 38.9% | 81.7%-42.8pp | 77.8%-38.9pp | 80.0%-41.1pp |
| Annual return | 26.71% | 69.37%-42.7pp | 62.79%-36.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $874 | $4,636-81.1% | $4,154-79.0% | $4,156-79.0% |
| Participant deferral / active EE | $1,424 | $6,166-76.9% | $5,453-73.9% | $6,407-77.8% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |