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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 | $6,323 | $148,629-95.7% | $135,982-95.4% | $139,487-95.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 34.92% | 79.33%-44.4pp | 68.32%-33.4pp | 373.84%-338.9pp |
| Employer contribution / active EE | $1,108 | $5,247-78.9% | $4,859-77.2% | $4,755-76.7% |
| Participant deferral / active EE | $1,199 | $8,102-85.2% | $7,760-84.5% | $6,713-82.1% |
| Admin fee / account holder | $61 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |