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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 | $8,782 | $176,077-95.0% | $159,455-94.5% | $167,518-94.8% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 11.57% | 331.83%-320.3pp | 263.63%-252.1pp | 478.71%-467.1pp |
| Employer contribution / active EE | $1,096 | $5,298-79.3% | $4,830-77.3% | $4,838-77.3% |
| Participant deferral / active EE | $1,096 | $7,751-85.9% | $7,353-85.1% | $6,342-82.7% |
| Admin fee / account holder | $122 | $12,556-99.0% | $10,800-98.9% | $12,312-99.0% |