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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 | $9,536 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 27.35% | 91.02%-63.7pp | 80.50%-53.1pp | 172.34%-145.0pp |
| Employer contribution / active EE | $1,155 | $4,890-76.4% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $1,558 | $8,341-81.3% | $8,004-80.5% | $6,730-76.8% |
| Admin fee / account holder | $278 | $15,759-98.2% | $14,398-98.1% | $14,365-98.1% |