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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 | $27,771 | $198,461-86.0% | $170,436-83.7% | $147,585-81.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 21.32% | 257.30%-236.0pp | 205.94%-184.6pp | 578.57%-557.3pp |
| Employer contribution / active EE | $1,636 | $6,184-73.5% | $5,433-69.9% | $4,876-66.4% |
| Participant deferral / active EE | $1,164 | $5,629-79.3% | $4,939-76.4% | $5,439-78.6% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |