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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 | $156,398-90.5% | $147,318-89.9% | $138,895-89.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.84% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,078 | $4,853-77.8% | $4,593-76.5% | $4,194-74.3% |
| Participant deferral / active EE | $1,562 | $8,237-81.0% | $7,906-80.2% | $6,396-75.6% |
| Admin fee / account holder | $183 | $14,976-98.8% | $13,708-98.7% | $12,562-98.5% |