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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 | $8,347 | $185,312-95.5% | $161,489-94.8% | $154,746-94.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.11% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,090 | $4,769-77.1% | $4,268-74.5% | $4,379-75.1% |
| Participant deferral / active EE | $1,361 | $6,350-78.6% | $5,630-75.8% | $6,730-79.8% |
| Admin fee / account holder | $280 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |