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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 | $9,913 | $134,817-92.6% | $123,973-92.0% | $155,188-93.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 19.21% | 515.49%-496.3pp | 388.13%-368.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,161 | $4,425-73.8% | $4,126-71.9% | $4,248-72.7% |
| Participant deferral / active EE | $1,469 | $5,706-74.3% | $5,247-72.0% | $6,531-77.5% |
| Admin fee / account holder | $45 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |