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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 | $21,857 | $201,372-89.1% | $184,260-88.1% | $145,884-85.0% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 13.20% | 29.04%-15.8pp | 28.84%-15.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,077 | $7,024-70.4% | $6,427-67.7% | $4,662-55.5% |
| Participant deferral / active EE | $2,273 | $9,808-76.8% | $9,133-75.1% | $6,690-66.0% |
| Admin fee / account holder | $164 | $16,362-99.0% | $13,898-98.8% | $13,392-98.8% |