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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 | $7,608 | $183,539-95.9% | $155,556-95.1% | $145,897-94.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.28% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,461 | $5,315-72.5% | $4,675-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $1,461 | $6,467-77.4% | $5,631-74.1% | $6,689-78.2% |
| Admin fee / account holder | $70 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |