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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 | $156,398-91.7% | $147,318-91.2% | $138,895-90.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 24.80% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,614 | $4,853-66.7% | $4,593-64.9% | $4,194-61.5% |
| Participant deferral / active EE | $2,306 | $8,237-72.0% | $7,906-70.8% | $6,396-63.9% |
| Admin fee / account holder | $10 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |