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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 | $9,344 | $154,228-93.9% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.10% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $918 | $4,804-80.9% | $4,554-79.9% | $4,156-77.9% |
| Participant deferral / active EE | $1,573 | $8,216-80.9% | $7,897-80.1% | $6,407-75.4% |
| Admin fee / account holder | $133 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |