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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 | $7,535 | $183,516-95.9% | $155,534-95.2% | $145,884-94.8% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 21.51% | 61.43%-39.9pp | 64.92%-43.4pp | 551.85%-530.3pp |
| Employer contribution / active EE | $1,052 | $5,315-80.2% | $4,675-77.5% | $4,662-77.4% |
| Participant deferral / active EE | $1,525 | $6,467-76.4% | $5,630-72.9% | $6,690-77.2% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |