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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 | $5,697 | $162,136-96.5% | $152,301-96.3% | $154,746-96.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 23.62% | 91.02%-67.4pp | 80.50%-56.9pp | 172.34%-148.7pp |
| Employer contribution / active EE | $990 | $4,890-79.7% | $4,624-78.6% | $4,379-77.4% |
| Participant deferral / active EE | $1,008 | $8,341-87.9% | $8,004-87.4% | $6,730-85.0% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |