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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 | $7,487 | $157,304-95.2% | $141,197-94.7% | $152,909-95.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 33.85% | 64.34%-30.5pp | 71.41%-37.6pp | 345.46%-311.6pp |
| Employer contribution / active EE | $961 | $5,263-81.7% | $4,736-79.7% | $4,764-79.8% |
| Participant deferral / active EE | $2,272 | $7,111-68.1% | $6,710-66.1% | $5,851-61.2% |
| Admin fee / account holder | $37 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |