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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 | $155,555-90.5% | $146,866-89.9% | $155,188-90.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 20.84% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,078 | $4,647-76.8% | $4,425-75.6% | $4,248-74.6% |
| Participant deferral / active EE | $1,562 | $8,044-80.6% | $7,759-79.9% | $6,531-76.1% |
| Admin fee / account holder | $183 | $14,755-98.8% | $13,620-98.7% | $14,480-98.7% |