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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 | $2,668 | $185,312-98.6% | $161,489-98.3% | $154,746-98.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 28.85% | 103.84%-75.0pp | 89.72%-60.9pp | 172.34%-143.5pp |
| Employer contribution / active EE | $1,105 | $4,769-76.8% | $4,268-74.1% | $4,379-74.8% |
| Participant deferral / active EE | $742 | $6,350-88.3% | $5,630-86.8% | $6,730-89.0% |
| Admin fee / account holder | $24 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |