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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 | $23,273 | $201,344-88.4% | $184,243-87.4% | $145,877-84.0% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 30.44% | 29.01%+1.4pp | 28.82%+1.6pp | 551.28%-520.8pp |
| Employer contribution / active EE | $1,857 | $7,022-73.6% | $6,427-71.1% | $4,663-60.2% |
| Participant deferral / active EE | $2,470 | $9,807-74.8% | $9,132-72.9% | $6,691-63.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |