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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 | $3,211 | $111,535-97.1% | $105,223-96.9% | $137,256-97.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 26.43% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,052 | $3,939-73.3% | $3,689-71.5% | $4,156-74.7% |
| Participant deferral / active EE | $1,059 | $5,500-80.8% | $5,072-79.1% | $6,407-83.5% |
| Admin fee / account holder | $63 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |