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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 | $7,250 | $155,555-95.3% | $146,866-95.1% | $155,188-95.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 23.63% | 115.41%-91.8pp | 102.85%-79.2pp | 148.84%-125.2pp |
| Employer contribution / active EE | $936 | $4,647-79.9% | $4,425-78.9% | $4,248-78.0% |
| Participant deferral / active EE | $999 | $8,044-87.6% | $7,759-87.1% | $6,531-84.7% |
| Admin fee / account holder | $11 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |