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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 | $11,714 | $160,040-92.7% | $147,096-92.0% | $145,877-92.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 15.77% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,444 | $5,289-72.7% | $4,936-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $2,109 | $8,429-75.0% | $8,071-73.9% | $6,691-68.5% |
| Admin fee / account holder | $118 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |