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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 | $19,572 | $275,752-92.9% | $256,809-92.4% | $198,609-90.1% |
| Participation rate | 62.5% | 89.2%-26.7pp | 88.5%-26.0pp | 82.4%-19.9pp |
| Annual return | 22.40% | 34.81%-12.4pp | 32.73%-10.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,649 | $7,721-65.7% | $7,263-63.5% | $5,055-47.6% |
| Participant deferral / active EE | $3,679 | $10,037-63.3% | $9,520-61.4% | $6,977-47.3% |
| Admin fee / account holder | $146 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |