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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 | $18,280 | $176,120-89.6% | $159,487-88.5% | $167,553-89.1% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 133.51% | 331.95%-198.4pp | 263.71%-130.2pp | 478.89%-345.4pp |
| Employer contribution / active EE | $956 | $5,299-82.0% | $4,831-80.2% | $4,840-80.2% |
| Participant deferral / active EE | $2,142 | $7,752-72.4% | $7,354-70.9% | $6,343-66.2% |
| Admin fee / account holder | $19 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |