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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 | $9,388 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.57% | 115.41%-96.8pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $854 | $4,647-81.6% | $4,425-80.7% | $4,248-79.9% |
| Participant deferral / active EE | $854 | $8,044-89.4% | $7,759-89.0% | $6,531-86.9% |
| Admin fee / account holder | $59 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |