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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 | $155,555-95.3% | $146,866-95.1% | $155,188-95.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.73% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $968 | $4,647-79.2% | $4,425-78.1% | $4,248-77.2% |
| Participant deferral / active EE | $968 | $8,044-88.0% | $7,759-87.5% | $6,531-85.2% |
| Admin fee / account holder | $47 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |