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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 | $10,345 | $183,516-94.4% | $155,534-93.3% | $145,884-92.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.66% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,804 | $5,315-66.1% | $4,675-61.4% | $4,662-61.3% |
| Participant deferral / active EE | $901 | $6,467-86.1% | $5,630-84.0% | $6,690-86.5% |
| Admin fee / account holder | $43 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |