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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 | $8,940 | $183,516-95.1% | $155,534-94.3% | $145,884-93.9% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 10.95% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,112 | $5,315-79.1% | $4,675-76.2% | $4,662-76.1% |
| Participant deferral / active EE | $1,569 | $6,467-75.7% | $5,630-72.1% | $6,690-76.5% |
| Admin fee / account holder | $210 | $19,293-98.9% | $15,900-98.7% | $13,392-98.4% |