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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 | $150,207-93.6% | $120,380-92.0% | $145,978-93.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 15.96% | 154.28%-138.3pp | 107.28%-91.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,095 | $4,351-74.8% | $3,465-68.4% | $4,662-76.5% |
| Participant deferral / active EE | $1,322 | $6,175-78.6% | $4,992-73.5% | $6,690-80.2% |
| Admin fee / account holder | $51 | $12,203-99.6% | $9,421-99.5% | $13,400-99.6% |