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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 | $19,130 | $196,972-90.3% | $182,262-89.5% | $198,609-90.4% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 26.66% | 158.27%-131.6pp | 140.60%-113.9pp | 202.70%-176.0pp |
| Employer contribution / active EE | $2,069 | $5,364-61.4% | $5,046-59.0% | $5,055-59.1% |
| Participant deferral / active EE | $2,586 | $8,643-70.1% | $8,276-68.8% | $6,977-62.9% |
| Admin fee / account holder | $114 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |