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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 | $11,650 | $165,361-93.0% | $149,715-92.2% | $158,950-92.7% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 16.97% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $1,198 | $5,103-76.5% | $4,645-74.2% | $4,762-74.9% |
| Participant deferral / active EE | $1,878 | $7,182-73.9% | $6,842-72.6% | $5,983-68.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |