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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 | $17,298 | $226,105-92.3% | $182,540-90.5% | $152,897-88.7% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 22.60% | 192.58%-170.0pp | 148.58%-126.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $669 | $4,978-86.6% | $4,076-83.6% | $4,764-86.0% |
| Participant deferral / active EE | $802 | $6,370-87.4% | $5,525-85.5% | $5,851-86.3% |
| Admin fee / account holder | $23 | $10,706-99.8% | $8,593-99.7% | $11,599-99.8% |