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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 | $10,606 | $181,896-94.2% | $156,551-93.2% | $273,972-96.1% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 10.41% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,340 | $6,248-78.6% | $5,501-75.6% | $4,869-72.5% |
| Participant deferral / active EE | $1,558 | $5,550-71.9% | $4,871-68.0% | $5,287-70.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |