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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 | $181,062-98.5% | $158,223-98.3% | $155,188-98.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 28.85% | 57.39%-28.5pp | 52.09%-23.2pp | 148.84%-120.0pp |
| Employer contribution / active EE | $1,105 | $4,565-75.8% | $4,109-73.1% | $4,248-74.0% |
| Participant deferral / active EE | $742 | $6,134-87.9% | $5,467-86.4% | $6,531-88.6% |
| Admin fee / account holder | $24 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |