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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 | $14,730 | $208,088-92.9% | $186,193-92.1% | $154,746-90.5% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 26.67% | 89.97%-63.3pp | 78.03%-51.4pp | 172.34%-145.7pp |
| Employer contribution / active EE | $631 | $4,340-85.5% | $3,918-83.9% | $4,379-85.6% |
| Participant deferral / active EE | $788 | $7,078-88.9% | $6,513-87.9% | $6,730-88.3% |
| Admin fee / account holder | $28 | $11,698-99.8% | $11,058-99.7% | $14,365-99.8% |