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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 | $6,888 | $183,539-96.2% | $155,556-95.6% | $145,897-95.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.62% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,158 | $5,315-78.2% | $4,675-75.2% | $4,663-75.2% |
| Participant deferral / active EE | $668 | $6,467-89.7% | $5,631-88.1% | $6,689-90.0% |
| Admin fee / account holder | $16 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |