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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 | $10,557 | $148,629-92.9% | $135,982-92.2% | $139,487-92.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.78% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,169 | $5,247-77.7% | $4,859-75.9% | $4,755-75.4% |
| Participant deferral / active EE | $1,582 | $8,102-80.5% | $7,760-79.6% | $6,713-76.4% |
| Admin fee / account holder | $75 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |