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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 | $7,419 | $148,582-95.0% | $135,942-94.5% | $139,456-94.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 56.41% | 79.26%-22.8pp | 68.28%-11.9pp | 373.45%-317.0pp |
| Employer contribution / active EE | $2,077 | $5,245-60.4% | $4,858-57.2% | $4,753-56.3% |
| Participant deferral / active EE | $2,077 | $8,101-74.4% | $7,759-73.2% | $6,711-69.1% |
| Admin fee / account holder | $120 | $12,402-99.0% | $10,764-98.9% | $11,407-99.0% |