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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 | $11,947 | $227,597-94.8% | $189,575-93.7% | $167,536-92.9% |
| Participation rate | 69.2% | 82.5%-13.3pp | 78.4%-9.2pp | 82.1%-12.9pp |
| Annual return | 15.71% | 78.44%-62.7pp | 64.19%-48.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,000 | $5,316-81.2% | $4,412-77.3% | $4,839-79.3% |
| Participant deferral / active EE | $827 | $7,002-88.2% | $6,174-86.6% | $6,342-87.0% |
| Admin fee / account holder | $20 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |