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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 | $5,570 | $154,228-96.4% | $145,433-96.2% | $137,256-95.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $860 | $4,804-82.1% | $4,554-81.1% | $4,156-79.3% |
| Participant deferral / active EE | $1,404 | $8,216-82.9% | $7,897-82.2% | $6,407-78.1% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |