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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 | $11,258 | $125,190-91.0% | $105,624-89.3% | $145,897-92.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 19.29% | 225.22%-205.9pp | 116.20%-96.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,095 | $3,720-70.6% | $3,168-65.4% | $4,663-76.5% |
| Participant deferral / active EE | $1,525 | $5,716-73.3% | $5,013-69.6% | $6,689-77.2% |
| Admin fee / account holder | $25 | $17,138-99.9% | $10,961-99.8% | $13,390-99.8% |