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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 | $11,296 | $132,634-91.5% | $115,768-90.2% | $137,256-91.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 23.37% | 160.70%-137.3pp | 100.46%-77.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $971 | $3,360-71.1% | $2,940-67.0% | $4,156-76.6% |
| Participant deferral / active EE | $1,355 | $5,619-75.9% | $4,917-72.4% | $6,407-78.9% |
| Admin fee / account holder | $22 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |