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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 | $20,475 | $198,457-89.7% | $170,435-88.0% | $147,586-86.1% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.90% | 257.30%-238.4pp | 205.94%-187.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,300 | $5,629-76.9% | $4,939-73.7% | $5,439-76.1% |
| Admin fee / account holder | $269 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |