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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 | $9,554 | $129,737-92.6% | $119,126-92.0% | $154,746-93.8% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 26.65% | 379.08%-352.4pp | 282.11%-255.5pp | 172.34%-145.7pp |
| Employer contribution / active EE | $1,417 | $4,375-67.6% | $4,034-64.9% | $4,379-67.6% |
| Participant deferral / active EE | $1,741 | $5,842-70.2% | $5,318-67.3% | $6,730-74.1% |
| Admin fee / account holder | $11 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |