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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 | $20,632 | $136,860-84.9% | $120,344-82.9% | $154,746-86.7% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 23.99% | 21.38%+2.6pp | 20.30%+3.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,095 | $3,533-69.0% | $3,020-63.8% | $4,379-75.0% |
| Participant deferral / active EE | $1,691 | $5,793-70.8% | $5,135-67.1% | $6,730-74.9% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |