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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 | $23,165 | $209,425-88.9% | $178,499-87.0% | $158,966-85.4% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 20.08% | 188.80%-168.7pp | 151.10%-131.0pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,750 | $5,707-69.3% | $5,011-65.1% | $4,762-63.2% |
| Participant deferral / active EE | $1,871 | $5,955-68.6% | $5,202-64.0% | $5,983-68.7% |
| Admin fee / account holder | $30 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |