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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 | $21,750 | $165,399-86.9% | $149,745-85.5% | $158,982-86.3% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 15.84% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,071 | $5,105-79.0% | $4,646-76.9% | $4,763-77.5% |
| Participant deferral / active EE | $1,394 | $7,183-80.6% | $6,843-79.6% | $5,983-76.7% |
| Admin fee / account holder | $122 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |