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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 | $225,673-96.3% | $203,872-95.9% | $155,188-94.6% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 27.58% | 95.91%-68.3pp | 85.11%-57.5pp | 148.84%-121.3pp |
| Employer contribution / active EE | $932 | $4,099-77.3% | $3,757-75.2% | $4,248-78.1% |
| Participant deferral / active EE | $932 | $6,893-86.5% | $6,388-85.4% | $6,531-85.7% |
| Admin fee / account holder | $34 | $12,327-99.7% | $11,730-99.7% | $14,480-99.8% |