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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 | $6,954 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 26.20% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,305 | $4,804-72.8% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $1,963 | $8,216-76.1% | $7,897-75.1% | $6,407-69.4% |
| Admin fee / account holder | $214 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |