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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 | $4,992 | $185,883-97.3% | $170,043-97.1% | $139,466-96.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 23.28% | 60.54%-37.3pp | 53.40%-30.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,545 | $7,596-79.7% | $6,790-77.2% | $4,754-67.5% |
| Participant deferral / active EE | $1,328 | $11,626-88.6% | $10,410-87.2% | $6,712-80.2% |
| Admin fee / account holder | $33 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |