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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 | $8,870 | $73,978-88.0% | $96,515-90.8% | $75,173-88.2% |
| Participation rate | 30.2% | 66.4%-36.2pp | 74.3%-44.2pp | 67.2%-37.0pp |
| Annual return | 106.40% | 26.72%+79.7pp | 35.73%+70.7pp | 160.72%-54.3pp |
| Employer contribution / active EE | $870 | $2,931-70.3% | $3,740-76.7% | $2,671-67.4% |
| Participant deferral / active EE | $1,305 | $3,660-64.3% | $4,880-73.3% | $4,126-68.4% |
| Admin fee / account holder | $59 | $5,219-98.9% | $6,735-99.1% | $5,651-99.0% |