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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 | $27,302 | $217,432-87.4% | $185,849-85.3% | $167,536-83.7% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 13.03% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,059 | $5,875-65.0% | $5,169-60.2% | $4,839-57.5% |
| Participant deferral / active EE | $2,084 | $6,357-67.2% | $5,569-62.6% | $6,342-67.1% |
| Admin fee / account holder | $71 | $19,818-99.6% | $16,244-99.6% | $12,315-99.4% |