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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 | $7,260 | $148,623-95.1% | $135,974-94.7% | $139,466-94.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.87% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,190 | $5,246-77.3% | $4,859-75.5% | $4,754-75.0% |
| Participant deferral / active EE | $1,190 | $8,103-85.3% | $7,760-84.7% | $6,712-82.3% |
| Admin fee / account holder | $136 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |