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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 | $17,136 | $165,399-89.6% | $149,745-88.6% | $158,982-89.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.73% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $922 | $5,105-81.9% | $4,646-80.2% | $4,763-80.7% |
| Participant deferral / active EE | $2,100 | $7,183-70.8% | $6,843-69.3% | $5,983-64.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |