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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 | $8,567 | $148,582-94.2% | $135,942-93.7% | $139,456-93.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 25.95% | 79.26%-53.3pp | 68.28%-42.3pp | 373.45%-347.5pp |
| Employer contribution / active EE | $1,216 | $5,245-76.8% | $4,858-75.0% | $4,753-74.4% |
| Participant deferral / active EE | $1,748 | $8,101-78.4% | $7,759-77.5% | $6,711-74.0% |
| Admin fee / account holder | $35 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |