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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 | $24,895 | $197,625-87.4% | $177,840-86.0% | $158,966-84.3% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 29.77% | 58.76%-29.0pp | 48.32%-18.6pp | 302.95%-273.2pp |
| Employer contribution / active EE | $1,675 | $6,698-75.0% | $5,919-71.7% | $4,762-64.8% |
| Participant deferral / active EE | $1,770 | $8,405-78.9% | $7,714-77.1% | $5,983-70.4% |
| Admin fee / account holder | $13 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |