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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 | $19,698 | $227,633-91.3% | $189,597-89.6% | $167,553-88.2% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 10.76% | 78.45%-67.7pp | 64.20%-53.4pp | 478.89%-468.1pp |
| Employer contribution / active EE | $1,495 | $5,317-71.9% | $4,412-66.1% | $4,840-69.1% |
| Participant deferral / active EE | $912 | $7,003-87.0% | $6,174-85.2% | $6,343-85.6% |
| Admin fee / account holder | $135 | $11,879-98.9% | $9,807-98.6% | $12,316-98.9% |