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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 | $4,739 | $154,228-96.9% | $145,433-96.7% | $137,256-96.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 60.58% | 74.59%-14.0pp | 66.58%-6.0pp | 220.34%-159.8pp |
| Employer contribution / active EE | $1,328 | $4,804-72.4% | $4,554-70.8% | $4,156-68.1% |
| Participant deferral / active EE | $1,278 | $8,216-84.4% | $7,897-83.8% | $6,407-80.0% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |