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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 | $13,004 | $162,136-92.0% | $152,301-91.5% | $154,746-91.6% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 20.07% | 91.02%-71.0pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,901 | $4,890-61.1% | $4,624-58.9% | $4,379-56.6% |
| Participant deferral / active EE | $1,481 | $8,341-82.2% | $8,004-81.5% | $6,730-78.0% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |