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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 | $7,036 | $208,088-96.6% | $186,193-96.2% | $154,746-95.5% |
| Participation rate | 63.6% | 80.0%-16.4pp | 77.1%-13.5pp | 80.7%-17.1pp |
| Annual return | 23.75% | 89.97%-66.2pp | 78.03%-54.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $659 | $4,340-84.8% | $3,918-83.2% | $4,379-85.0% |
| Participant deferral / active EE | $994 | $7,078-86.0% | $6,513-84.7% | $6,730-85.2% |
| Admin fee / account holder | $16 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |