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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 | $11,187 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 26.78% | 91.02%-64.2pp | 80.50%-53.7pp | 172.34%-145.6pp |
| Employer contribution / active EE | $1,580 | $4,890-67.7% | $4,624-65.8% | $4,379-63.9% |
| Participant deferral / active EE | $1,856 | $8,341-77.7% | $8,004-76.8% | $6,730-72.4% |
| Admin fee / account holder | $21 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |