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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 | $11,881 | $227,633-94.8% | $189,597-93.7% | $167,553-92.9% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.4%-49.9pp | 82.1%-53.5pp |
| Annual return | 25.08% | 78.45%-53.4pp | 64.20%-39.1pp | 478.89%-453.8pp |
| Employer contribution / active EE | $711 | $5,317-86.6% | $4,412-83.9% | $4,840-85.3% |
| Participant deferral / active EE | $903 | $7,003-87.1% | $6,174-85.4% | $6,343-85.8% |
| Admin fee / account holder | $65 | $11,879-99.5% | $9,807-99.3% | $12,316-99.5% |