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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 | $12,816 | $148,623-91.4% | $135,974-90.6% | $139,466-90.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 28.68% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-345.0pp |
| Employer contribution / active EE | $1,165 | $5,246-77.8% | $4,859-76.0% | $4,754-75.5% |
| Participant deferral / active EE | $1,279 | $8,103-84.2% | $7,760-83.5% | $6,712-80.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |