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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 | $14,794 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 20.06% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $955 | $4,804-80.1% | $4,554-79.0% | $4,156-77.0% |
| Participant deferral / active EE | $1,070 | $8,216-87.0% | $7,897-86.5% | $6,407-83.3% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |