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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 | $17,293 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.29% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,219 | $4,890-13.7% | $4,624-8.8% | $4,379-3.7% |
| Participant deferral / active EE | $1,253 | $8,341-85.0% | $8,004-84.3% | $6,730-81.4% |
| Admin fee / account holder | $52 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |