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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 | $5,612 | $114,119-95.1% | $107,187-94.8% | $138,895-96.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 21.00% | 273.21%-252.2pp | 204.55%-183.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,019 | $4,059-74.9% | $3,782-73.1% | $4,194-75.7% |
| Participant deferral / active EE | $1,364 | $5,538-75.4% | $5,096-73.2% | $6,396-78.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |