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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 | $11,224 | $228,352-95.1% | $185,827-94.0% | $158,950-92.9% |
| Participation rate | 22.7% | 82.3%-59.6pp | 78.0%-55.3pp | 82.0%-59.2pp |
| Annual return | 11.41% | 40.81%-29.4pp | 35.96%-24.5pp | 302.91%-291.5pp |
| Employer contribution / active EE | $536 | $4,967-89.2% | $4,087-86.9% | $4,762-88.7% |
| Participant deferral / active EE | $117 | $6,416-98.2% | $5,633-97.9% | $5,983-98.0% |
| Admin fee / account holder | $118 | $11,867-99.0% | $9,502-98.8% | $11,248-99.0% |