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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 | $32,143 | $197,625-83.7% | $177,840-81.9% | $158,966-79.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 20.77% | 58.76%-38.0pp | 48.32%-27.6pp | 302.95%-282.2pp |
| Employer contribution / active EE | $2,007 | $6,698-70.0% | $5,919-66.1% | $4,762-57.9% |
| Participant deferral / active EE | $2,509 | $8,405-70.2% | $7,714-67.5% | $5,983-58.1% |
| Admin fee / account holder | $237 | $15,405-98.5% | $12,431-98.1% | $11,250-97.9% |