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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 | $7,942 | $181,062-95.6% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 22.98% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.9pp |
| Employer contribution / active EE | $963 | $4,565-78.9% | $4,109-76.6% | $4,248-77.3% |
| Participant deferral / active EE | $1,088 | $6,134-82.3% | $5,467-80.1% | $6,531-83.3% |
| Admin fee / account holder | $26 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |