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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 | $10,837 | $181,062-94.0% | $158,223-93.2% | $155,188-93.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 27.96% | 57.39%-29.4pp | 52.09%-24.1pp | 148.84%-120.9pp |
| Employer contribution / active EE | $1,102 | $4,565-75.9% | $4,109-73.2% | $4,248-74.1% |
| Participant deferral / active EE | $1,747 | $6,134-71.5% | $5,467-68.0% | $6,531-73.3% |
| Admin fee / account holder | $43 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |