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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 | $5,514 | $148,623-96.3% | $135,974-95.9% | $139,466-96.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 38.20% | 79.30%-41.1pp | 68.30%-30.1pp | 373.66%-335.5pp |
| Employer contribution / active EE | $1,047 | $5,246-80.0% | $4,859-78.5% | $4,754-78.0% |
| Participant deferral / active EE | $1,221 | $8,103-84.9% | $7,760-84.3% | $6,712-81.8% |
| Admin fee / account holder | $7 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |