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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 | $10,875 | $117,895-90.8% | $102,460-89.4% | $145,897-92.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 39.43% | 31.92%+7.5pp | 29.47%+10.0pp | 552.29%-512.9pp |
| Employer contribution / active EE | $1,149 | $3,619-68.2% | $3,025-62.0% | $4,663-75.3% |
| Participant deferral / active EE | $1,347 | $5,736-76.5% | $5,056-73.4% | $6,689-79.9% |
| Admin fee / account holder | $295 | $13,353-97.8% | $9,460-96.9% | $13,390-97.8% |