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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 | $5,095 | $157,829-96.8% | $136,867-96.3% | $198,609-97.4% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 23.72% | 51.25%-27.5pp | 42.97%-19.3pp | 202.70%-179.0pp |
| Employer contribution / active EE | $930 | $3,923-76.3% | $3,547-73.8% | $5,055-81.6% |
| Participant deferral / active EE | $1,265 | $5,463-76.9% | $4,924-74.3% | $6,977-81.9% |
| Admin fee / account holder | $19 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |