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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 | $23,205 | $196,972-88.2% | $182,262-87.3% | $198,609-88.3% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 16.04% | 158.27%-142.2pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,493 | $5,364-72.2% | $5,046-70.4% | $5,055-70.5% |
| Participant deferral / active EE | $2,196 | $8,643-74.6% | $8,276-73.5% | $6,977-68.5% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |