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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 | $8,895 | $111,830-92.0% | $93,696-90.5% | $145,884-93.9% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 15.60% | 204.08%-188.5pp | 133.74%-118.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $821 | $3,093-73.5% | $2,422-66.1% | $4,662-82.4% |
| Participant deferral / active EE | $1,003 | $4,920-79.6% | $4,417-77.3% | $6,690-85.0% |
| Admin fee / account holder | $48 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |