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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 | $185,312-94.2% | $161,489-93.3% | $154,746-93.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 27.96% | 103.84%-75.9pp | 89.72%-61.8pp | 172.34%-144.4pp |
| Employer contribution / active EE | $1,102 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $1,747 | $6,350-72.5% | $5,630-69.0% | $6,730-74.0% |
| Admin fee / account holder | $43 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |