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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 | $25,448 | $223,823-88.6% | $211,142-87.9% | $154,746-83.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 20.31% | 50.39%-30.1pp | 46.84%-26.5pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,712 | $6,787-74.8% | $6,442-73.4% | $4,379-60.9% |
| Participant deferral / active EE | $2,096 | $9,750-78.5% | $9,284-77.4% | $6,730-68.9% |
| Admin fee / account holder | $50 | $19,707-99.7% | $19,076-99.7% | $14,365-99.7% |