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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 | $3,967 | $129,737-96.9% | $119,126-96.7% | $154,746-97.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 22.13% | 379.08%-357.0pp | 282.11%-260.0pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,436 | $4,375-67.2% | $4,034-64.4% | $4,379-67.2% |
| Participant deferral / active EE | $1,437 | $5,842-75.4% | $5,318-73.0% | $6,730-78.7% |
| Admin fee / account holder | $285 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |