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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 | $19,828 | $197,625-90.0% | $177,840-88.9% | $158,966-87.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 31.95% | 58.76%-26.8pp | 48.32%-16.4pp | 302.95%-271.0pp |
| Employer contribution / active EE | $2,592 | $6,698-61.3% | $5,919-56.2% | $4,762-45.6% |
| Participant deferral / active EE | $2,592 | $8,405-69.2% | $7,714-66.4% | $5,983-56.7% |
| Admin fee / account holder | $10 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |