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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 | $129,737-97.5% | $119,126-97.3% | $154,746-97.9% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 26.43% | 379.08%-352.6pp | 282.11%-255.7pp | 172.34%-145.9pp |
| Employer contribution / active EE | $1,052 | $4,375-75.9% | $4,034-73.9% | $4,379-76.0% |
| Participant deferral / active EE | $1,059 | $5,842-81.9% | $5,318-80.1% | $6,730-84.3% |
| Admin fee / account holder | $63 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |