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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 | $6,845 | $165,381-95.9% | $149,730-95.4% | $158,966-95.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 38.73% | 348.29%-309.6pp | 276.70%-238.0pp | 302.95%-264.2pp |
| Employer contribution / active EE | $1,023 | $5,104-80.0% | $4,645-78.0% | $4,762-78.5% |
| Participant deferral / active EE | $1,278 | $7,182-82.2% | $6,843-81.3% | $5,983-78.6% |
| Admin fee / account holder | $52 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |