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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 | $14,034 | $166,131-91.6% | $164,975-91.5% | $145,877-90.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.05% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,218 | $5,276-76.9% | $4,343-72.0% | $4,663-73.9% |
| Participant deferral / active EE | $1,758 | $6,962-74.8% | $6,033-70.9% | $6,691-73.7% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |