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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 | $5,580 | $155,555-96.4% | $146,866-96.2% | $155,188-96.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 22.50% | 115.41%-92.9pp | 102.85%-80.4pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,033 | $4,647-77.8% | $4,425-76.6% | $4,248-75.7% |
| Participant deferral / active EE | $1,033 | $8,044-87.2% | $7,759-86.7% | $6,531-84.2% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |