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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 | $7,113 | $165,381-95.7% | $149,730-95.2% | $158,966-95.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 24.70% | 348.29%-323.6pp | 276.70%-252.0pp | 302.95%-278.3pp |
| Employer contribution / active EE | $1,306 | $5,104-74.4% | $4,645-71.9% | $4,762-72.6% |
| Participant deferral / active EE | $1,932 | $7,182-73.1% | $6,843-71.8% | $5,983-67.7% |
| Admin fee / account holder | $42 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |