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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 | $14,090 | $162,136-91.3% | $152,301-90.7% | $154,746-90.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 20.92% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,023 | $4,890-79.1% | $4,624-77.9% | $4,379-76.6% |
| Participant deferral / active EE | $1,368 | $8,341-83.6% | $8,004-82.9% | $6,730-79.7% |
| Admin fee / account holder | $28 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |