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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 | $7,263 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 22.01% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $915 | $4,853-81.1% | $4,593-80.1% | $4,194-78.2% |
| Participant deferral / active EE | $1,034 | $8,237-87.5% | $7,906-86.9% | $6,396-83.8% |
| Admin fee / account holder | $255 | $14,976-98.3% | $13,708-98.1% | $12,562-98.0% |