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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 | $7,168 | $111,535-93.6% | $105,223-93.2% | $137,256-94.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 19.92% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $812 | $3,939-79.4% | $3,689-78.0% | $4,156-80.5% |
| Participant deferral / active EE | $817 | $5,500-85.1% | $5,072-83.9% | $6,407-87.2% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |