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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 | $4,598 | $135,956-96.6% | $123,894-96.3% | $273,972-98.3% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 23.30% | 56.63%-33.3pp | 47.52%-24.2pp | 41.46%-18.2pp |
| Employer contribution / active EE | $1,099 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $768 | $6,343-87.9% | $5,984-87.2% | $5,287-85.5% |
| Admin fee / account holder | $125 | $9,817-98.7% | $8,357-98.5% | $10,133-98.8% |