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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 | $9,069 | $148,623-93.9% | $135,974-93.3% | $139,466-93.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 26.79% | 79.30%-52.5pp | 68.30%-41.5pp | 373.66%-346.9pp |
| Employer contribution / active EE | $1,141 | $5,246-78.2% | $4,859-76.5% | $4,754-76.0% |
| Participant deferral / active EE | $1,487 | $8,103-81.6% | $7,760-80.8% | $6,712-77.8% |
| Admin fee / account holder | $123 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |