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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 | $13,395 | $160,040-91.6% | $147,096-90.9% | $145,877-90.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 18.24% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,245 | $5,289-76.5% | $4,936-74.8% | $4,663-73.3% |
| Participant deferral / active EE | $2,500 | $8,429-70.3% | $8,071-69.0% | $6,691-62.6% |
| Admin fee / account holder | $247 | $15,050-98.4% | $13,005-98.1% | $13,402-98.2% |