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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 | $16,447 | $239,571-93.1% | $183,328-91.0% | $137,256-88.0% |
| Participation rate | 60.9% | 82.4%-21.5pp | 77.3%-16.5pp | 80.0%-19.1pp |
| Annual return | 12.73% | 35.69%-23.0pp | 29.67%-16.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,839 | $6,148-70.1% | $5,055-63.6% | $4,156-55.8% |
| Participant deferral / active EE | $1,672 | $7,995-79.1% | $6,795-75.4% | $6,407-73.9% |
| Admin fee / account holder | $243 | $30,059-99.2% | $21,427-98.9% | $12,270-98.0% |