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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 | $10,849 | $129,476-91.6% | $93,515-88.4% | $158,982-93.2% |
| Participation rate | 12.5% | 71.0%-58.5pp | 66.8%-54.3pp | 82.0%-69.5pp |
| Annual return | 14.85% | 118.56%-103.7pp | 78.21%-63.4pp | 302.99%-288.1pp |
| Employer contribution / active EE | $268 | $2,717-90.1% | $2,077-87.1% | $4,763-94.4% |
| Participant deferral / active EE | $268 | $3,916-93.2% | $3,129-91.4% | $5,983-95.5% |
| Admin fee / account holder | $15 | $7,396-99.8% | $5,235-99.7% | $11,252-99.9% |