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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 | $13,339 | $72,012-81.5% | $185,827-92.8% | $79,858-83.3% |
| Participation rate | 65.4% | 65.8%-0.4pp | 78.0%-12.7pp | 69.6%-4.3pp |
| Annual return | 26.42% | 23.12%+3.3pp | 35.96%-9.5pp | 31.72%-5.3pp |
| Employer contribution / active EE | $5,351 | $1,965+172.4% | $4,087+30.9% | $2,471+116.6% |
| Participant deferral / active EE | $1,246 | $3,779-67.0% | $5,633-77.9% | $3,740-66.7% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |