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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 | $16,851 | $157,304-89.3% | $141,197-88.1% | $152,909-89.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 31.20% | 64.34%-33.1pp | 71.41%-40.2pp | 345.46%-314.3pp |
| Employer contribution / active EE | $1,067 | $5,263-79.7% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $1,733 | $7,111-75.6% | $6,710-74.2% | $5,851-70.4% |
| Admin fee / account holder | $117 | $12,126-99.0% | $10,265-98.9% | $11,601-99.0% |