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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 | $7,920 | $185,312-95.7% | $161,489-95.1% | $154,746-94.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 104.43% | 103.84%+0.6pp | 89.72%+14.7pp | 172.34%-67.9pp |
| Employer contribution / active EE | $1,164 | $4,769-75.6% | $4,268-72.7% | $4,379-73.4% |
| Participant deferral / active EE | $1,431 | $6,350-77.5% | $5,630-74.6% | $6,730-78.7% |
| Admin fee / account holder | $27 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |