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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 | $22,121 | $165,399-86.6% | $149,745-85.2% | $158,982-86.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.26% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,219 | $5,105-76.1% | $4,646-73.8% | $4,763-74.4% |
| Participant deferral / active EE | $1,357 | $7,183-81.1% | $6,843-80.2% | $5,983-77.3% |
| Admin fee / account holder | $174 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |