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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 | $20,455 | $213,785-90.4% | $185,441-89.0% | $155,188-86.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 24.45% | 19.97%+4.5pp | 20.16%+4.3pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,687 | $5,393-68.7% | $4,672-63.9% | $4,248-60.3% |
| Participant deferral / active EE | $2,109 | $6,864-69.3% | $6,152-65.7% | $6,531-67.7% |
| Admin fee / account holder | $34 | $21,134-99.8% | $17,890-99.8% | $14,480-99.8% |