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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 | $4,406 | $210,698-97.9% | $178,014-97.5% | $145,959-97.0% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 28.92% | 386.27%-357.4pp | 294.80%-265.9pp | 561.95%-533.0pp |
| Employer contribution / active EE | $987 | $4,567-78.4% | $3,950-75.0% | $4,661-78.8% |
| Participant deferral / active EE | $987 | $6,958-85.8% | $6,276-84.3% | $6,689-85.2% |
| Admin fee / account holder | $5 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |