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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 | $5,441 | $154,228-96.5% | $145,433-96.3% | $137,256-96.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 27.19% | 74.59%-47.4pp | 66.58%-39.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,471 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $1,581 | $8,216-80.8% | $7,897-80.0% | $6,407-75.3% |
| Admin fee / account holder | $217 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |