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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 | $6,105 | $162,136-96.2% | $152,301-96.0% | $154,746-96.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 69.11% | 91.02%-21.9pp | 80.50%-11.4pp | 172.34%-103.2pp |
| Employer contribution / active EE | $1,601 | $4,890-67.3% | $4,624-65.4% | $4,379-63.4% |
| Participant deferral / active EE | $1,601 | $8,341-80.8% | $8,004-80.0% | $6,730-76.2% |
| Admin fee / account holder | $197 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |