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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 | $8,854 | $148,582-94.0% | $135,942-93.5% | $139,456-93.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 34.03% | 79.26%-45.2pp | 68.28%-34.2pp | 373.45%-339.4pp |
| Employer contribution / active EE | $1,506 | $5,245-71.3% | $4,858-69.0% | $4,753-68.3% |
| Participant deferral / active EE | $2,397 | $8,101-70.4% | $7,759-69.1% | $6,711-64.3% |
| Admin fee / account holder | $130 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |