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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 | $20,458 | $201,264-89.8% | $184,185-88.9% | $145,978-86.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 10.24% | 29.00%-18.8pp | 28.81%-18.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,747 | $7,021-75.1% | $6,426-72.8% | $4,662-62.5% |
| Participant deferral / active EE | $2,184 | $9,806-77.7% | $9,132-76.1% | $6,690-67.4% |
| Admin fee / account holder | $109 | $16,376-99.3% | $13,909-99.2% | $13,400-99.2% |