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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 | $9,841 | $172,111-94.3% | $150,298-93.5% | $137,256-92.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.40% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $878 | $4,636-81.1% | $4,154-78.9% | $4,156-78.9% |
| Participant deferral / active EE | $1,278 | $6,166-79.3% | $5,453-76.6% | $6,407-80.1% |
| Admin fee / account holder | $114 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |