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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 | $13,588 | $156,398-91.3% | $147,318-90.8% | $138,895-90.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 25.85% | 78.75%-52.9pp | 70.43%-44.6pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,166 | $4,853-76.0% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $1,902 | $8,237-76.9% | $7,906-75.9% | $6,396-70.3% |
| Admin fee / account holder | $226 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |