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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 | $14,081 | $226,046-93.8% | $182,508-92.3% | $152,870-90.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 20.94% | 192.52%-171.6pp | 148.54%-127.6pp | 345.34%-324.4pp |
| Employer contribution / active EE | $1,161 | $4,977-76.7% | $4,075-71.5% | $4,763-75.6% |
| Participant deferral / active EE | $1,162 | $6,368-81.8% | $5,525-79.0% | $5,850-80.1% |
| Admin fee / account holder | $25 | $10,704-99.8% | $8,592-99.7% | $11,597-99.8% |