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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 | $8,680 | $135,956-93.6% | $123,894-93.0% | $273,972-96.8% |
| Participation rate | 41.2% | 84.1%-42.9pp | 81.4%-40.2pp | 83.0%-41.8pp |
| Annual return | 134.39% | 56.63%+77.8pp | 47.52%+86.9pp | 41.46%+92.9pp |
| Employer contribution / active EE | $1,290 | $5,170-75.0% | $4,617-72.1% | $4,869-73.5% |
| Participant deferral / active EE | $1,938 | $6,343-69.4% | $5,984-67.6% | $5,287-63.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |