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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 | $15,811 | $162,136-90.2% | $152,301-89.6% | $154,746-89.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.69% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,224 | $4,890-75.0% | $4,624-73.5% | $4,379-72.1% |
| Participant deferral / active EE | $1,761 | $8,341-78.9% | $8,004-78.0% | $6,730-73.8% |
| Admin fee / account holder | $29 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |