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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 | $11,847 | $226,135-94.8% | $182,558-93.5% | $152,909-92.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 16.59% | 192.60%-176.0pp | 148.59%-132.0pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,086 | $4,979-78.2% | $4,076-73.3% | $4,764-77.2% |
| Participant deferral / active EE | $1,086 | $6,371-82.9% | $5,526-80.3% | $5,851-81.4% |
| Admin fee / account holder | $110 | $10,707-99.0% | $8,594-98.7% | $11,601-99.1% |