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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 | $9,406 | $135,956-93.1% | $123,894-92.4% | $273,972-96.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 18.54% | 56.63%-38.1pp | 47.52%-29.0pp | 41.46%-22.9pp |
| Employer contribution / active EE | $1,100 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $1,100 | $6,343-82.7% | $5,984-81.6% | $5,287-79.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |