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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 | $5,970 | $157,296-96.2% | $141,191-95.8% | $152,897-96.1% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 24.08% | 64.34%-40.3pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,222 | $5,262-76.8% | $4,736-74.2% | $4,764-74.3% |
| Participant deferral / active EE | $1,984 | $7,111-72.1% | $6,710-70.4% | $5,851-66.1% |
| Admin fee / account holder | $126 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |