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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 | $10,057 | $181,062-94.4% | $158,223-93.6% | $155,188-93.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 20.55% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,212 | $4,565-73.4% | $4,109-70.5% | $4,248-71.5% |
| Participant deferral / active EE | $1,212 | $6,134-80.2% | $5,467-77.8% | $6,531-81.4% |
| Admin fee / account holder | $19 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |