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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 | $315,200-97.6% | $238,191-96.8% | $155,188-95.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.1%-17.1pp | 80.8%-20.8pp |
| Annual return | 28.79% | 10.25%+18.5pp | 13.02%+15.8pp | 148.84%-120.0pp |
| Employer contribution / active EE | $2,065 | $6,383-67.7% | $5,082-59.4% | $4,248-51.4% |
| Participant deferral / active EE | $1,451 | $8,044-82.0% | $6,726-78.4% | $6,531-77.8% |
| Admin fee / account holder | $20 | $48,031-100.0% | $34,582-99.9% | $14,480-99.9% |