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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 | $29,796 | $160,059-81.4% | $140,019-78.7% | $135,379-78.0% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | 32.71% | 911.44%-878.7pp | 651.15%-618.4pp | 519.79%-487.1pp |
| Employer contribution / active EE | $1,528 | $6,420-76.2% | $5,605-72.7% | $4,779-68.0% |
| Participant deferral / active EE | $2,260 | $7,641-70.4% | $6,927-67.4% | $5,609-59.7% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |