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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 | $8,416 | $208,088-96.0% | $186,193-95.5% | $154,746-94.6% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 27.58% | 89.97%-62.4pp | 78.03%-50.5pp | 172.34%-144.8pp |
| Employer contribution / active EE | $932 | $4,340-78.5% | $3,918-76.2% | $4,379-78.7% |
| Participant deferral / active EE | $932 | $7,078-86.8% | $6,513-85.7% | $6,730-86.2% |
| Admin fee / account holder | $34 | $11,698-99.7% | $11,058-99.7% | $14,365-99.8% |