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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 | $174,379-95.2% | $152,093-94.5% | $138,895-94.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 19.11% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,090 | $4,652-76.6% | $4,175-73.9% | $4,194-74.0% |
| Participant deferral / active EE | $1,361 | $6,159-77.9% | $5,451-75.0% | $6,396-78.7% |
| Admin fee / account holder | $280 | $16,880-98.3% | $14,497-98.1% | $12,562-97.8% |