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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 | $16,918 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 52.4% | 84.1%-31.7pp | 82.4%-30.1pp | 80.7%-28.3pp |
| Annual return | 20.41% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,056 | $4,890-78.4% | $4,624-77.2% | $4,379-75.9% |
| Participant deferral / active EE | $2,162 | $8,341-74.1% | $8,004-73.0% | $6,730-67.9% |
| Admin fee / account holder | $198 | $15,759-98.7% | $14,398-98.6% | $14,365-98.6% |