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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 | $6,389 | $160,040-96.0% | $147,096-95.7% | $145,877-95.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 26.34% | 98.49%-72.2pp | 419.75%-393.4pp | 551.28%-524.9pp |
| Employer contribution / active EE | $1,097 | $5,289-79.3% | $4,936-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $1,378 | $8,429-83.7% | $8,071-82.9% | $6,691-79.4% |
| Admin fee / account holder | $85 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |