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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 | $155,555-92.7% | $146,866-92.3% | $155,188-92.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 21.64% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,379 | $4,647-70.3% | $4,425-68.8% | $4,248-67.5% |
| Participant deferral / active EE | $2,033 | $8,044-74.7% | $7,759-73.8% | $6,531-68.9% |
| Admin fee / account holder | $268 | $14,755-98.2% | $13,620-98.0% | $14,480-98.1% |