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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 | $20,107 | $226,135-91.1% | $182,558-89.0% | $152,909-86.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 27.29% | 192.60%-165.3pp | 148.59%-121.3pp | 345.46%-318.2pp |
| Employer contribution / active EE | $1,589 | $4,979-68.1% | $4,076-61.0% | $4,764-66.6% |
| Participant deferral / active EE | $790 | $6,371-87.6% | $5,526-85.7% | $5,851-86.5% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |