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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 | $14,482 | $132,099-89.0% | $115,599-87.5% | $138,895-89.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 20.79% | 176.76%-156.0pp | 111.10%-90.3pp | 145.39%-124.6pp |
| Employer contribution / active EE | $810 | $3,416-76.3% | $2,955-72.6% | $4,194-80.7% |
| Participant deferral / active EE | $957 | $5,617-83.0% | $4,889-80.4% | $6,396-85.0% |
| Admin fee / account holder | $76 | $15,650-99.5% | $12,841-99.4% | $12,562-99.4% |