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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 | $10,824 | $115,810-90.7% | $101,271-89.3% | $158,966-93.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 20.56% | 56.15%-35.6pp | 46.48%-25.9pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,242 | $4,175-70.2% | $3,660-66.1% | $4,762-73.9% |
| Participant deferral / active EE | $1,286 | $4,958-74.1% | $4,371-70.6% | $5,983-78.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |