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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 | $22,613 | $199,109-88.6% | $173,730-87.0% | $154,746-85.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 14.36% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,253 | $5,311-76.4% | $4,577-72.6% | $4,379-71.4% |
| Participant deferral / active EE | $1,253 | $7,113-82.4% | $6,326-80.2% | $6,730-81.4% |
| Admin fee / account holder | $48 | $20,916-99.8% | $17,523-99.7% | $14,365-99.7% |