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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 | $10,428 | $181,062-94.2% | $158,223-93.4% | $155,188-93.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 9.44% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $1,000 | $4,565-78.1% | $4,109-75.7% | $4,248-76.5% |
| Participant deferral / active EE | $1,200 | $6,134-80.4% | $5,467-78.0% | $6,531-81.6% |
| Admin fee / account holder | $149 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |