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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 | $15,939 | $201,344-92.1% | $184,243-91.3% | $145,877-89.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 29.19% | 29.01%+0.2pp | 28.82%+0.4pp | 551.28%-522.1pp |
| Employer contribution / active EE | $2,642 | $7,022-62.4% | $6,427-58.9% | $4,663-43.3% |
| Participant deferral / active EE | $2,708 | $9,807-72.4% | $9,132-70.3% | $6,691-59.5% |
| Admin fee / account holder | $67 | $16,382-99.6% | $13,914-99.5% | $13,402-99.5% |