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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 | $6,773 | $162,136-95.8% | $152,301-95.6% | $154,746-95.6% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 39.30% | 91.02%-51.7pp | 80.50%-41.2pp | 172.34%-133.0pp |
| Employer contribution / active EE | $1,191 | $4,890-75.6% | $4,624-74.2% | $4,379-72.8% |
| Participant deferral / active EE | $1,781 | $8,341-78.6% | $8,004-77.7% | $6,730-73.5% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |