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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 | $10,174 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.35% | 69.37%-49.0pp | 62.79%-42.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,309 | $4,636-71.8% | $4,154-68.5% | $4,156-68.5% |
| Participant deferral / active EE | $1,620 | $6,166-73.7% | $5,453-70.3% | $6,407-74.7% |
| Admin fee / account holder | $168 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |