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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 | $13,002 | $155,555-91.6% | $146,866-91.1% | $155,188-91.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 24.80% | 115.41%-90.6pp | 102.85%-78.1pp | 148.84%-124.0pp |
| Employer contribution / active EE | $1,614 | $4,647-65.3% | $4,425-63.5% | $4,248-62.0% |
| Participant deferral / active EE | $2,306 | $8,044-71.3% | $7,759-70.3% | $6,531-64.7% |
| Admin fee / account holder | $10 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |