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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 | $6,949 | $209,425-96.7% | $178,499-96.1% | $158,966-95.6% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 213.99% | 188.80%+25.2pp | 151.10%+62.9pp | 302.95%-89.0pp |
| Employer contribution / active EE | $1,699 | $5,707-70.2% | $5,011-66.1% | $4,762-64.3% |
| Participant deferral / active EE | $1,698 | $5,955-71.5% | $5,202-67.4% | $5,983-71.6% |
| Admin fee / account holder | $189 | $17,078-98.9% | $13,986-98.7% | $11,250-98.3% |