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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 | $7,677 | $148,582-94.8% | $135,942-94.4% | $139,456-94.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 37.56% | 79.26%-41.7pp | 68.28%-30.7pp | 373.45%-335.9pp |
| Employer contribution / active EE | $1,425 | $5,245-72.8% | $4,858-70.7% | $4,753-70.0% |
| Participant deferral / active EE | $1,657 | $8,101-79.5% | $7,759-78.6% | $6,711-75.3% |
| Admin fee / account holder | $282 | $12,402-97.7% | $10,764-97.4% | $11,407-97.5% |