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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 | $5,121 | $93,598-94.5% | $135,974-96.2% | $75,173-93.2% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 48.63% | 30.89%+17.7pp | 68.30%-19.7pp | 160.72%-112.1pp |
| Employer contribution / active EE | $1,171 | $3,538-66.9% | $4,859-75.9% | $2,671-56.2% |
| Participant deferral / active EE | $1,171 | $6,405-81.7% | $7,760-84.9% | $4,126-71.6% |
| Admin fee / account holder | $39 | $6,978-99.4% | $10,767-99.6% | $5,651-99.3% |