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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 | $35,888 | $275,752-87.0% | $256,809-86.0% | $198,609-81.9% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 20.14% | 34.81%-14.7pp | 32.73%-12.6pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,937 | $7,721-74.9% | $7,263-73.3% | $5,055-61.7% |
| Participant deferral / active EE | $3,545 | $10,037-64.7% | $9,520-62.8% | $6,977-49.2% |
| Admin fee / account holder | $72 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |