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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 | $183,592-95.9% | $155,574-95.1% | $145,877-94.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.28% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,461 | $5,317-72.5% | $4,676-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $1,461 | $6,466-77.4% | $5,629-74.0% | $6,691-78.2% |
| Admin fee / account holder | $70 | $19,316-99.6% | $15,914-99.6% | $13,402-99.5% |