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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 | $14,201 | $201,344-92.9% | $184,243-92.3% | $145,877-90.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.94% | 29.01%-18.1pp | 28.82%-17.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,820 | $7,022-74.1% | $6,427-71.7% | $4,663-61.0% |
| Participant deferral / active EE | $1,820 | $9,807-81.4% | $9,132-80.1% | $6,691-72.8% |
| Admin fee / account holder | $94 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |