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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 | $11,328 | $156,398-92.8% | $147,318-92.3% | $138,895-91.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 21.64% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,379 | $4,853-71.6% | $4,593-70.0% | $4,194-67.1% |
| Participant deferral / active EE | $2,033 | $8,237-75.3% | $7,906-74.3% | $6,396-68.2% |
| Admin fee / account holder | $268 | $14,976-98.2% | $13,708-98.0% | $12,562-97.9% |