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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 | $20,392 | $227,566-91.0% | $189,558-89.2% | $167,518-87.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.5%-53.5pp | 82.1%-57.1pp |
| Annual return | 16.44% | 78.43%-62.0pp | 64.19%-47.7pp | 478.71%-462.3pp |
| Employer contribution / active EE | $621 | $5,316-88.3% | $4,412-85.9% | $4,838-87.2% |
| Participant deferral / active EE | $746 | $7,002-89.3% | $6,174-87.9% | $6,342-88.2% |
| Admin fee / account holder | $20 | $11,881-99.8% | $9,809-99.8% | $12,312-99.8% |