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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 | $6,008 | $160,070-96.2% | $147,117-95.9% | $145,897-95.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.32% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,387 | $5,285-73.7% | $4,932-71.9% | $4,663-70.2% |
| Participant deferral / active EE | $2,302 | $8,419-72.7% | $8,065-71.5% | $6,689-65.6% |
| Admin fee / account holder | $62 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |