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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 | $156,398-93.9% | $147,318-93.5% | $138,895-93.1% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 27.35% | 78.75%-51.4pp | 70.43%-43.1pp | 145.39%-118.0pp |
| Employer contribution / active EE | $1,155 | $4,853-76.2% | $4,593-74.9% | $4,194-72.5% |
| Participant deferral / active EE | $1,558 | $8,237-81.1% | $7,906-80.3% | $6,396-75.6% |
| Admin fee / account holder | $278 | $14,976-98.1% | $13,708-98.0% | $12,562-97.8% |