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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 | $17,203 | $196,972-91.3% | $182,262-90.6% | $198,609-91.3% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 16.10% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,563 | $5,364-70.9% | $5,046-69.0% | $5,055-69.1% |
| Participant deferral / active EE | $1,706 | $8,643-80.3% | $8,276-79.4% | $6,977-75.5% |
| Admin fee / account holder | $161 | $18,429-99.1% | $16,712-99.0% | $19,030-99.2% |