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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 | $5,874 | $165,584-96.5% | $142,942-95.9% | $137,256-95.7% |
| Participation rate | 60.0% | 80.1%-20.1pp | 76.8%-16.8pp | 80.0%-20.0pp |
| Annual return | 22.78% | 164.22%-141.4pp | 113.70%-90.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $668 | $4,725-85.9% | $4,139-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $796 | $8,194-90.3% | $7,128-88.8% | $6,407-87.6% |
| Admin fee / account holder | $23 | $16,167-99.9% | $12,475-99.8% | $12,270-99.8% |