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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 | $156,398-91.7% | $147,318-91.2% | $138,895-90.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 20.07% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,901 | $4,853-60.8% | $4,593-58.6% | $4,194-54.7% |
| Participant deferral / active EE | $1,481 | $8,237-82.0% | $7,906-81.3% | $6,396-76.8% |
| Admin fee / account holder | $50 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |