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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 | $158,393-96.3% | $143,412-95.9% | $155,188-96.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 78.5%-18.5pp | 80.8%-20.8pp |
| Annual return | 22.78% | 324.22%-301.4pp | 256.99%-234.2pp | 148.84%-126.1pp |
| Employer contribution / active EE | $668 | $3,911-82.9% | $3,748-82.2% | $4,248-84.3% |
| Participant deferral / active EE | $796 | $7,193-88.9% | $6,816-88.3% | $6,531-87.8% |
| Admin fee / account holder | $23 | $12,964-99.8% | $11,396-99.8% | $14,480-99.8% |