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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 | $17,344 | $199,109-91.3% | $173,730-90.0% | $154,746-88.8% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 22.13% | 20.02%+2.1pp | 19.96%+2.2pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,667 | $5,311-68.6% | $4,577-63.6% | $4,379-61.9% |
| Participant deferral / active EE | $2,084 | $7,113-70.7% | $6,326-67.1% | $6,730-69.0% |
| Admin fee / account holder | $33 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |