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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 | $6,650 | $226,105-97.1% | $182,540-96.4% | $152,897-95.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 29.58% | 192.58%-163.0pp | 148.58%-119.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $1,010 | $4,978-79.7% | $4,076-75.2% | $4,764-78.8% |
| Participant deferral / active EE | $1,054 | $6,370-83.5% | $5,525-80.9% | $5,851-82.0% |
| Admin fee / account holder | $101 | $10,706-99.1% | $8,593-98.8% | $11,599-99.1% |