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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 | $5,860 | $157,296-96.3% | $141,191-95.8% | $152,897-96.2% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 37.17% | 64.34%-27.2pp | 71.41%-34.2pp | 345.43%-308.3pp |
| Employer contribution / active EE | $1,477 | $5,262-71.9% | $4,736-68.8% | $4,764-69.0% |
| Participant deferral / active EE | $2,009 | $7,111-71.7% | $6,710-70.1% | $5,851-65.7% |
| Admin fee / account holder | $63 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |