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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 | $7,813 | $165,381-95.3% | $149,730-94.8% | $158,966-95.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 9.42% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.5pp |
| Employer contribution / active EE | $1,198 | $5,104-76.5% | $4,645-74.2% | $4,762-74.8% |
| Participant deferral / active EE | $1,729 | $7,182-75.9% | $6,843-74.7% | $5,983-71.1% |
| Admin fee / account holder | $54 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |