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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 | $12,405 | $148,629-91.7% | $135,982-90.9% | $139,487-91.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 29.95% | 79.33%-49.4pp | 68.32%-38.4pp | 373.84%-343.9pp |
| Employer contribution / active EE | $1,770 | $5,247-66.3% | $4,859-63.6% | $4,755-62.8% |
| Participant deferral / active EE | $2,213 | $8,102-72.7% | $7,760-71.5% | $6,713-67.0% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |