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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 | $10,999 | $156,398-93.0% | $147,318-92.5% | $138,895-92.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 22.27% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,527 | $4,853-68.5% | $4,593-66.8% | $4,194-63.6% |
| Participant deferral / active EE | $1,873 | $8,237-77.3% | $7,906-76.3% | $6,396-70.7% |
| Admin fee / account holder | $41 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |