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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 | $12,625 | $162,136-92.2% | $152,301-91.7% | $154,746-91.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.33% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,255 | $4,890-74.3% | $4,624-72.9% | $4,379-71.3% |
| Participant deferral / active EE | $2,025 | $8,341-75.7% | $8,004-74.7% | $6,730-69.9% |
| Admin fee / account holder | $159 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |