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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 | $14,209 | $175,259-91.9% | $149,723-90.5% | $139,487-89.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 26.56% | 166.82%-140.3pp | 134.50%-107.9pp | 373.84%-347.3pp |
| Employer contribution / active EE | $1,569 | $5,478-71.4% | $4,821-67.5% | $4,755-67.0% |
| Participant deferral / active EE | $1,737 | $6,522-73.4% | $5,682-69.4% | $6,713-74.1% |
| Admin fee / account holder | $17 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |