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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 | $11,616 | $160,040-92.7% | $147,096-92.1% | $145,877-92.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.23% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,080 | $5,289-60.7% | $4,936-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $2,318 | $8,429-72.5% | $8,071-71.3% | $6,691-65.3% |
| Admin fee / account holder | $45 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |