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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 | $14,654 | $156,398-90.6% | $147,318-90.1% | $138,895-89.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.66% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,199 | $4,853-75.3% | $4,593-73.9% | $4,194-71.4% |
| Participant deferral / active EE | $1,199 | $8,237-85.4% | $7,906-84.8% | $6,396-81.3% |
| Admin fee / account holder | $44 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |