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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 | $9,708 | $148,582-93.5% | $135,942-92.9% | $139,456-93.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.12% | 79.26%-57.1pp | 68.28%-46.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $1,037 | $5,245-80.2% | $4,858-78.6% | $4,753-78.2% |
| Participant deferral / active EE | $1,297 | $8,101-84.0% | $7,759-83.3% | $6,711-80.7% |
| Admin fee / account holder | $11 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |