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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 | $10,215 | $234,190-95.6% | $180,320-94.3% | $198,609-94.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 18.29% | 1057.44%-1039.2pp | 778.54%-760.2pp | 202.70%-184.4pp |
| Employer contribution / active EE | $609 | $5,258-88.4% | $4,108-85.2% | $5,055-88.0% |
| Participant deferral / active EE | $692 | $4,988-86.1% | $4,304-83.9% | $6,977-90.1% |
| Admin fee / account holder | $116 | $12,558-99.1% | $10,000-98.8% | $19,030-99.4% |