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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 | $7,717 | $183,516-95.8% | $155,534-95.0% | $145,884-94.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.22% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,139 | $5,315-78.6% | $4,675-75.6% | $4,662-75.6% |
| Participant deferral / active EE | $1,415 | $6,467-78.1% | $5,630-74.9% | $6,690-78.8% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |