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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 | $5,025 | $162,136-96.9% | $152,301-96.7% | $154,746-96.8% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 87.33% | 91.02%-3.7pp | 80.50%+6.8pp | 172.34%-85.0pp |
| Employer contribution / active EE | $1,450 | $4,890-70.3% | $4,624-68.6% | $4,379-66.9% |
| Participant deferral / active EE | $1,883 | $8,341-77.4% | $8,004-76.5% | $6,730-72.0% |
| Admin fee / account holder | $116 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |