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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 | $13,283 | $154,228-91.4% | $145,433-90.9% | $137,256-90.3% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 26.94% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.4pp |
| Employer contribution / active EE | $875 | $4,804-81.8% | $4,554-80.8% | $4,156-78.9% |
| Participant deferral / active EE | $2,135 | $8,216-74.0% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $238 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |