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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 | $16,679 | $209,425-92.0% | $178,499-90.7% | $158,966-89.5% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 29.67% | 188.80%-159.1pp | 151.10%-121.4pp | 302.95%-273.3pp |
| Employer contribution / active EE | $1,433 | $5,707-74.9% | $5,011-71.4% | $4,762-69.9% |
| Participant deferral / active EE | $1,763 | $5,955-70.4% | $5,202-66.1% | $5,983-70.5% |
| Admin fee / account holder | $270 | $17,078-98.4% | $13,986-98.1% | $11,250-97.6% |