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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 | $17,559 | $198,457-91.2% | $170,435-89.7% | $147,586-88.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.89% | 257.30%-236.4pp | 205.94%-185.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $1,516 | $6,183-75.5% | $5,432-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $1,816 | $5,629-67.7% | $4,939-63.2% | $5,439-66.6% |
| Admin fee / account holder | $192 | $16,852-98.9% | $13,881-98.6% | $10,886-98.2% |