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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 | $6,390 | $135,956-95.3% | $123,894-94.8% | $273,972-97.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 18.67% | 56.63%-38.0pp | 47.52%-28.8pp | 41.46%-22.8pp |
| Employer contribution / active EE | $1,125 | $5,170-78.2% | $4,617-75.6% | $4,869-76.9% |
| Participant deferral / active EE | $1,800 | $6,343-71.6% | $5,984-69.9% | $5,287-66.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |