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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 | $7,051 | $142,426-95.0% | $115,167-93.9% | $152,909-95.4% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.5%-20.0pp |
| Annual return | 34.79% | 41.48%-6.7pp | 35.60%-0.8pp | 345.46%-310.7pp |
| Employer contribution / active EE | $1,192 | $4,011-70.3% | $3,179-62.5% | $4,764-75.0% |
| Participant deferral / active EE | $863 | $5,165-83.3% | $4,169-79.3% | $5,851-85.2% |
| Admin fee / account holder | $95 | $8,464-98.9% | $7,089-98.7% | $11,601-99.2% |