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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 | $154,228-94.6% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 26.35% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $909 | $4,804-81.1% | $4,554-80.1% | $4,156-78.1% |
| Participant deferral / active EE | $1,647 | $8,216-80.0% | $7,897-79.1% | $6,407-74.3% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |