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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 | $6,666 | $185,141-96.4% | $153,416-95.7% | $155,188-95.7% |
| Participation rate | 20.0% | 79.9%-59.9pp | 74.3%-54.3pp | 80.8%-60.8pp |
| Annual return | 19.54% | 18.72%+0.8pp | 17.84%+1.7pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,070 | $4,489-76.2% | $3,764-71.6% | $4,248-74.8% |
| Participant deferral / active EE | $280 | $5,477-94.9% | $4,723-94.1% | $6,531-95.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |