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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 | $11,744 | $157,296-92.5% | $141,191-91.7% | $152,897-92.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 46.48% | 64.34%-17.9pp | 71.41%-24.9pp | 345.43%-298.9pp |
| Employer contribution / active EE | $941 | $5,262-82.1% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $2,089 | $7,111-70.6% | $6,710-68.9% | $5,851-64.3% |
| Admin fee / account holder | $58 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |