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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 | $9,556 | $138,075-93.1% | $123,552-92.3% | $135,379-92.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 5.70% | 153.70%-148.0pp | 119.20%-113.5pp | 519.79%-514.1pp |
| Employer contribution / active EE | $1,509 | $5,152-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $1,713 | $6,800-74.8% | $6,426-73.3% | $5,609-69.5% |
| Admin fee / account holder | $110 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |