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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 | $182,442-96.1% | $163,379-95.7% | $138,895-94.9% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.8%-13.2pp | 79.9%-16.3pp |
| Annual return | 23.75% | 72.74%-49.0pp | 63.41%-39.7pp | 145.39%-121.6pp |
| Employer contribution / active EE | $659 | $4,159-84.2% | $3,752-82.4% | $4,194-84.3% |
| Participant deferral / active EE | $994 | $6,817-85.4% | $6,282-84.2% | $6,396-84.5% |
| Admin fee / account holder | $16 | $10,396-99.8% | $9,818-99.8% | $12,562-99.9% |