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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 | $7,078 | $197,625-96.4% | $177,840-96.0% | $158,966-95.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 38.13% | 58.76%-20.6pp | 48.32%-10.2pp | 302.95%-264.8pp |
| Employer contribution / active EE | $1,576 | $6,698-76.5% | $5,919-73.4% | $4,762-66.9% |
| Participant deferral / active EE | $1,692 | $8,405-79.9% | $7,714-78.1% | $5,983-71.7% |
| Admin fee / account holder | $37 | $15,405-99.8% | $12,431-99.7% | $11,250-99.7% |