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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 | $7,742 | $100,805-92.3% | $86,698-91.1% | $134,532-94.2% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | 38.16% | 29.09%+9.1pp | 35.95%+2.2pp | 418.27%-380.1pp |
| Employer contribution / active EE | $1,449 | $3,490-58.5% | $2,837-48.9% | $4,741-69.4% |
| Participant deferral / active EE | $1,514 | $5,339-71.6% | $4,656-67.5% | $6,401-76.3% |
| Admin fee / account holder | $31 | $10,925-99.7% | $7,493-99.6% | $11,429-99.7% |