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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 | $13,578 | $148,582-90.9% | $135,942-90.0% | $139,456-90.3% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 24.54% | 79.26%-54.7pp | 68.28%-43.7pp | 373.45%-348.9pp |
| Employer contribution / active EE | $1,332 | $5,245-74.6% | $4,858-72.6% | $4,753-72.0% |
| Participant deferral / active EE | $1,562 | $8,101-80.7% | $7,759-79.9% | $6,711-76.7% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |