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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 | $10,801 | $162,136-93.3% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.90% | 91.02%-69.1pp | 80.50%-58.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,015 | $4,890-79.2% | $4,624-78.0% | $4,379-76.8% |
| Participant deferral / active EE | $1,152 | $8,341-86.2% | $8,004-85.6% | $6,730-82.9% |
| Admin fee / account holder | $6 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |