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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 | $16,608 | $198,457-91.6% | $170,435-90.3% | $147,586-88.7% |
| Participation rate | 40.9% | 88.0%-47.1pp | 83.6%-42.7pp | 82.8%-41.9pp |
| Annual return | 20.98% | 257.30%-236.3pp | 205.94%-185.0pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,343 | $6,183-78.3% | $5,432-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $1,828 | $5,629-67.5% | $4,939-63.0% | $5,439-66.4% |
| Admin fee / account holder | $81 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |