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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 | $6,756 | $208,088-96.8% | $186,193-96.4% | $154,746-95.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 21.92% | 89.97%-68.1pp | 78.03%-56.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $479 | $4,340-89.0% | $3,918-87.8% | $4,379-89.1% |
| Participant deferral / active EE | $682 | $7,078-90.4% | $6,513-89.5% | $6,730-89.9% |
| Admin fee / account holder | $11 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |