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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 | $14,855 | $162,136-90.8% | $152,301-90.2% | $154,746-90.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 20.84% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,078 | $4,890-78.0% | $4,624-76.7% | $4,379-75.4% |
| Participant deferral / active EE | $1,562 | $8,341-81.3% | $8,004-80.5% | $6,730-76.8% |
| Admin fee / account holder | $183 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |