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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 | $7,240 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.73% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $968 | $4,853-80.1% | $4,593-78.9% | $4,194-76.9% |
| Participant deferral / active EE | $968 | $8,237-88.2% | $7,906-87.8% | $6,396-84.9% |
| Admin fee / account holder | $47 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |