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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 | $15,756 | $156,398-89.9% | $147,318-89.3% | $138,895-88.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 22.06% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,103 | $4,853-77.3% | $4,593-76.0% | $4,194-73.7% |
| Participant deferral / active EE | $1,277 | $8,237-84.5% | $7,906-83.8% | $6,396-80.0% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |