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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 | $9,098 | $160,040-94.3% | $147,096-93.8% | $145,877-93.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 16.77% | 98.49%-81.7pp | 419.75%-403.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,248 | $5,289-76.4% | $4,936-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $1,690 | $8,429-79.9% | $8,071-79.1% | $6,691-74.7% |
| Admin fee / account holder | $54 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |