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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 | $9,555 | $165,361-94.2% | $149,715-93.6% | $158,950-94.0% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 31.55% | 348.24%-316.7pp | 276.66%-245.1pp | 302.91%-271.4pp |
| Employer contribution / active EE | $1,387 | $5,103-72.8% | $4,645-70.1% | $4,762-70.9% |
| Participant deferral / active EE | $1,979 | $7,182-72.4% | $6,842-71.1% | $5,983-66.9% |
| Admin fee / account holder | $54 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |