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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 | $5,612 | $148,623-96.2% | $135,974-95.9% | $139,466-96.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.25% | 79.30%-62.0pp | 68.30%-51.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $3,091 | $5,246-41.1% | $4,859-36.4% | $4,754-35.0% |
| Participant deferral / active EE | $138 | $8,103-98.3% | $7,760-98.2% | $6,712-98.0% |
| Admin fee / account holder | $157 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |