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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 | $9,596 | $150,435-93.6% | $120,580-92.0% | $145,897-93.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 15.96% | 154.60%-138.6pp | 107.48%-91.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,095 | $4,352-74.8% | $3,469-68.4% | $4,663-76.5% |
| Participant deferral / active EE | $1,322 | $6,174-78.6% | $4,995-73.5% | $6,689-80.2% |
| Admin fee / account holder | $51 | $12,182-99.6% | $9,418-99.5% | $13,390-99.6% |