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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 | $8,421 | $156,398-94.6% | $147,318-94.3% | $138,895-93.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 22.52% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,243 | $4,853-74.4% | $4,593-72.9% | $4,194-70.4% |
| Participant deferral / active EE | $1,789 | $8,237-78.3% | $7,906-77.4% | $6,396-72.0% |
| Admin fee / account holder | $2 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |