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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 | $21,543 | $112,121-80.8% | $95,960-77.6% | $158,966-86.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 19.30% | 171.16%-151.9pp | 91.63%-72.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $4,322 | $3,199+35.1% | $2,541+70.1% | $4,762-9.3% |
| Participant deferral / active EE | $1,249 | $4,784-73.9% | $4,167-70.0% | $5,983-79.1% |
| Admin fee / account holder | $19 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |