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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 | $13,048 | $165,381-92.1% | $149,730-91.3% | $158,966-91.8% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 26.96% | 348.29%-321.3pp | 276.70%-249.7pp | 302.95%-276.0pp |
| Employer contribution / active EE | $1,185 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $1,425 | $7,182-80.2% | $6,843-79.2% | $5,983-76.2% |
| Admin fee / account holder | $118 | $10,809-98.9% | $9,310-98.7% | $11,250-99.0% |