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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 | $47,036 | $275,752-82.9% | $256,809-81.7% | $198,609-76.3% |
| Participation rate | 33.3% | 89.2%-55.8pp | 88.5%-55.2pp | 82.4%-49.0pp |
| Annual return | 23.42% | 34.81%-11.4pp | 32.73%-9.3pp | 202.70%-179.3pp |
| Employer contribution / active EE | $2,020 | $7,721-73.8% | $7,263-72.2% | $5,055-60.0% |
| Participant deferral / active EE | $2,020 | $10,037-79.9% | $9,520-78.8% | $6,977-71.0% |
| Admin fee / account holder | $17 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |