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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 | $15,213 | $176,105-91.4% | $159,474-90.5% | $167,536-90.9% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 17.10% | 331.91%-314.8pp | 263.68%-246.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,114 | $5,299-79.0% | $4,831-76.9% | $4,839-77.0% |
| Participant deferral / active EE | $1,512 | $7,751-80.5% | $7,353-79.4% | $6,342-76.2% |
| Admin fee / account holder | $69 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |