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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 | $15,330 | $148,582-89.7% | $135,942-88.7% | $139,456-89.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 28.77% | 79.26%-50.5pp | 68.28%-39.5pp | 373.45%-344.7pp |
| Employer contribution / active EE | $1,051 | $5,245-80.0% | $4,858-78.4% | $4,753-77.9% |
| Participant deferral / active EE | $2,344 | $8,101-71.1% | $7,759-69.8% | $6,711-65.1% |
| Admin fee / account holder | $81 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |