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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 | $11,487 | $157,296-92.7% | $141,191-91.9% | $152,897-92.5% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 35.03% | 64.34%-29.3pp | 71.41%-36.4pp | 345.43%-310.4pp |
| Employer contribution / active EE | $1,223 | $5,262-76.8% | $4,736-74.2% | $4,764-74.3% |
| Participant deferral / active EE | $1,702 | $7,111-76.1% | $6,710-74.6% | $5,851-70.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |