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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 | $8,547 | $148,582-94.2% | $135,942-93.7% | $139,456-93.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 33.98% | 79.26%-45.3pp | 68.28%-34.3pp | 373.45%-339.5pp |
| Employer contribution / active EE | $1,022 | $5,245-80.5% | $4,858-79.0% | $4,753-78.5% |
| Participant deferral / active EE | $1,794 | $8,101-77.9% | $7,759-76.9% | $6,711-73.3% |
| Admin fee / account holder | $46 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |