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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 | $7,650 | $251,004-97.0% | $191,597-96.0% | $138,895-94.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 76.9%-16.9pp | 79.9%-19.9pp |
| Annual return | 28.79% | 31.05%-2.3pp | 27.07%+1.7pp | 145.39%-116.6pp |
| Employer contribution / active EE | $2,065 | $6,226-66.8% | $5,025-58.9% | $4,194-50.8% |
| Participant deferral / active EE | $1,451 | $8,154-82.2% | $6,850-78.8% | $6,396-77.3% |
| Admin fee / account holder | $20 | $31,471-99.9% | $22,799-99.9% | $12,562-99.8% |