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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 | $8,693 | $114,119-92.4% | $107,187-91.9% | $138,895-93.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 21.44% | 273.21%-251.8pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,005 | $4,059-75.2% | $3,782-73.4% | $4,194-76.0% |
| Participant deferral / active EE | $1,177 | $5,538-78.7% | $5,096-76.9% | $6,396-81.6% |
| Admin fee / account holder | $23 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |