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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 | $12,892 | $199,109-93.5% | $173,730-92.6% | $154,746-91.7% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 19.99% | 20.02%0pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,199 | $5,311-77.4% | $4,577-73.8% | $4,379-72.6% |
| Participant deferral / active EE | $1,944 | $7,113-72.7% | $6,326-69.3% | $6,730-71.1% |
| Admin fee / account holder | $149 | $20,916-99.3% | $17,523-99.1% | $14,365-99.0% |