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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 | $10,677 | $156,398-93.2% | $147,318-92.8% | $138,895-92.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,175 | $4,853-75.8% | $4,593-74.4% | $4,194-72.0% |
| Participant deferral / active EE | $1,500 | $8,237-81.8% | $7,906-81.0% | $6,396-76.5% |
| Admin fee / account holder | $27 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |