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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 | $11,951 | $176,071-93.2% | $159,450-92.5% | $167,497-92.9% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 19.69% | 331.79%-312.1pp | 263.60%-243.9pp | 478.62%-458.9pp |
| Employer contribution / active EE | $1,342 | $5,298-74.7% | $4,830-72.2% | $4,838-72.3% |
| Participant deferral / active EE | $1,678 | $7,750-78.4% | $7,352-77.2% | $6,341-73.5% |
| Admin fee / account holder | $173 | $12,555-98.6% | $10,800-98.4% | $12,310-98.6% |