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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 | $5,971 | $148,623-96.0% | $135,974-95.6% | $139,466-95.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 18.69% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,023 | $5,246-80.5% | $4,859-79.0% | $4,754-78.5% |
| Participant deferral / active EE | $206 | $8,103-97.5% | $7,760-97.3% | $6,712-96.9% |
| Admin fee / account holder | $45 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |