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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 | $8,304 | $162,136-94.9% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 26.35% | 91.02%-64.7pp | 80.50%-54.1pp | 172.34%-146.0pp |
| Employer contribution / active EE | $909 | $4,890-81.4% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $1,647 | $8,341-80.3% | $8,004-79.4% | $6,730-75.5% |
| Admin fee / account holder | $23 | $15,759-99.9% | $14,398-99.8% | $14,365-99.8% |