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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 | $9,716 | $160,028-93.9% | $147,080-93.4% | $145,884-93.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 15.35% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,478 | $5,286-72.0% | $4,933-70.0% | $4,662-68.3% |
| Participant deferral / active EE | $1,955 | $8,422-76.8% | $8,066-75.8% | $6,690-70.8% |
| Admin fee / account holder | $59 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |