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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 | $21,349 | $201,370-89.4% | $184,256-88.4% | $145,897-85.4% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 16.05% | 29.05%-13.0pp | 28.85%-12.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,265 | $7,024-67.8% | $6,427-64.8% | $4,663-51.4% |
| Participant deferral / active EE | $2,000 | $9,808-79.6% | $9,133-78.1% | $6,689-70.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |