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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 | $9,077 | $156,398-94.2% | $147,318-93.8% | $138,895-93.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 33.65% | 78.75%-45.1pp | 70.43%-36.8pp | 145.39%-111.7pp |
| Employer contribution / active EE | $1,166 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $2,485 | $8,237-69.8% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $112 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |