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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 | $38,894 | $275,752-85.9% | $256,809-84.9% | $198,609-80.4% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 19.86% | 34.81%-15.0pp | 32.73%-12.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,036 | $7,721-73.6% | $7,263-72.0% | $5,055-59.7% |
| Participant deferral / active EE | $2,717 | $10,037-72.9% | $9,520-71.5% | $6,977-61.1% |
| Admin fee / account holder | $49 | $25,716-99.8% | $25,146-99.8% | $19,030-99.7% |