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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 | $11,488 | $165,399-93.1% | $149,745-92.3% | $158,982-92.8% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 16.47% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,078 | $5,105-78.9% | $4,646-76.8% | $4,763-77.4% |
| Participant deferral / active EE | $1,791 | $7,183-75.1% | $6,843-73.8% | $5,983-70.1% |
| Admin fee / account holder | $85 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |