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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 | $22,181 | $185,856-88.1% | $170,028-87.0% | $139,456-84.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.32% | 60.52%-38.2pp | 53.39%-31.1pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,679 | $7,593-77.9% | $6,788-75.3% | $4,753-64.7% |
| Participant deferral / active EE | $2,022 | $11,623-82.6% | $10,409-80.6% | $6,711-69.9% |
| Admin fee / account holder | $52 | $15,387-99.7% | $12,820-99.6% | $11,407-99.5% |