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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 | $13,786 | $160,070-91.4% | $147,117-90.6% | $145,897-90.6% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 20.54% | 98.69%-78.1pp | 420.54%-400.0pp | 552.29%-531.7pp |
| Employer contribution / active EE | $1,363 | $5,285-74.2% | $4,932-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $2,246 | $8,419-73.3% | $8,065-72.2% | $6,689-66.4% |
| Admin fee / account holder | $101 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |