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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 | $11,600 | $175,259-93.4% | $149,723-92.3% | $139,487-91.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.98% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,531 | $5,478-72.1% | $4,821-68.3% | $4,755-67.8% |
| Participant deferral / active EE | $1,533 | $6,522-76.5% | $5,682-73.0% | $6,713-77.2% |
| Admin fee / account holder | $107 | $16,158-99.3% | $13,215-99.2% | $11,407-99.1% |