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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 | $4,380 | $93,598-95.3% | $135,974-96.8% | $75,173-94.2% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | 73.55% | 30.89%+42.7pp | 68.30%+5.2pp | 160.72%-87.2pp |
| Employer contribution / active EE | $1,411 | $3,538-60.1% | $4,859-71.0% | $2,671-47.2% |
| Participant deferral / active EE | $1,636 | $6,405-74.5% | $7,760-78.9% | $4,126-60.3% |
| Admin fee / account holder | $134 | $6,978-98.1% | $10,767-98.8% | $5,651-97.6% |