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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 | $13,956 | $199,109-93.0% | $173,730-92.0% | $154,746-91.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 20.87% | 20.02%+0.8pp | 19.96%+0.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,240 | $5,311-76.7% | $4,577-72.9% | $4,379-71.7% |
| Participant deferral / active EE | $1,550 | $7,113-78.2% | $6,326-75.5% | $6,730-77.0% |
| Admin fee / account holder | $53 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |