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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 | $7,920 | $181,062-95.6% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 104.43% | 57.39%+47.0pp | 52.09%+52.3pp | 148.84%-44.4pp |
| Employer contribution / active EE | $1,164 | $4,565-74.5% | $4,109-71.7% | $4,248-72.6% |
| Participant deferral / active EE | $1,431 | $6,134-76.7% | $5,467-73.8% | $6,531-78.1% |
| Admin fee / account holder | $27 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |