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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 | $5,590 | $162,529-96.6% | $130,788-95.7% | $154,746-96.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 26.44% | 510.48%-484.0pp | 386.44%-360.0pp | 172.34%-145.9pp |
| Employer contribution / active EE | $1,261 | $4,447-71.7% | $3,558-64.6% | $4,379-71.2% |
| Participant deferral / active EE | $329 | $4,808-93.2% | $4,137-92.0% | $6,730-95.1% |
| Admin fee / account holder | $209 | $7,669-97.3% | $6,673-96.9% | $14,365-98.5% |