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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 | $201,344-89.4% | $184,243-88.4% | $145,877-85.4% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 16.05% | 29.01%-13.0pp | 28.82%-12.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,265 | $7,022-67.8% | $6,427-64.8% | $4,663-51.4% |
| Participant deferral / active EE | $2,000 | $9,807-79.6% | $9,132-78.1% | $6,691-70.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |