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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 | $8,232 | $157,296-94.8% | $141,191-94.2% | $152,897-94.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 41.39% | 64.34%-23.0pp | 71.41%-30.0pp | 345.43%-304.0pp |
| Employer contribution / active EE | $1,139 | $5,262-78.4% | $4,736-76.0% | $4,764-76.1% |
| Participant deferral / active EE | $1,586 | $7,111-77.7% | $6,710-76.4% | $5,851-72.9% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |