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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 | $162,136-96.6% | $152,301-96.4% | $154,746-96.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 27.19% | 91.02%-63.8pp | 80.50%-53.3pp | 172.34%-145.2pp |
| Employer contribution / active EE | $1,471 | $4,890-69.9% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $1,581 | $8,341-81.0% | $8,004-80.2% | $6,730-76.5% |
| Admin fee / account holder | $217 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |