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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 | $8,990 | $132,634-93.2% | $115,768-92.2% | $137,256-93.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 76.14% | 160.70%-84.6pp | 100.46%-24.3pp | 220.34%-144.2pp |
| Employer contribution / active EE | $679 | $3,360-79.8% | $2,940-76.9% | $4,156-83.7% |
| Participant deferral / active EE | $1,380 | $5,619-75.4% | $4,917-71.9% | $6,407-78.5% |
| Admin fee / account holder | $52 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |