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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 | $11,173 | $154,228-92.8% | $145,433-92.3% | $137,256-91.9% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 22.48% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $954 | $4,804-80.1% | $4,554-79.1% | $4,156-77.0% |
| Participant deferral / active EE | $1,955 | $8,216-76.2% | $7,897-75.2% | $6,407-69.5% |
| Admin fee / account holder | $238 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |