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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 | $4,290 | $148,623-97.1% | $135,974-96.8% | $139,466-96.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.73% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,042 | $5,246-80.1% | $4,859-78.5% | $4,754-78.1% |
| Participant deferral / active EE | $1,322 | $8,103-83.7% | $7,760-83.0% | $6,712-80.3% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |