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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 | $9,809 | $209,422-95.3% | $178,503-94.5% | $158,982-93.8% |
| Participation rate | 55.0% | 86.4%-31.4pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 31.08% | 188.81%-157.7pp | 151.12%-120.0pp | 302.99%-271.9pp |
| Employer contribution / active EE | $1,622 | $5,707-71.6% | $5,011-67.6% | $4,763-66.0% |
| Participant deferral / active EE | $1,622 | $5,955-72.8% | $5,202-68.8% | $5,983-72.9% |
| Admin fee / account holder | $86 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |