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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 | $15,085 | $148,629-89.9% | $135,982-88.9% | $139,487-89.2% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.1pp |
| Annual return | 21.15% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,243 | $5,247-76.3% | $4,859-74.4% | $4,755-73.9% |
| Participant deferral / active EE | $2,305 | $8,102-71.6% | $7,760-70.3% | $6,713-65.7% |
| Admin fee / account holder | $114 | $12,406-99.1% | $10,767-98.9% | $11,407-99.0% |