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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 | $21,885 | $217,432-89.9% | $185,849-88.2% | $167,536-86.9% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.06% | 148.42%-135.4pp | 122.10%-109.0pp | 478.82%-465.8pp |
| Employer contribution / active EE | $1,861 | $5,875-68.3% | $5,169-64.0% | $4,839-61.5% |
| Participant deferral / active EE | $286 | $6,357-95.5% | $5,569-94.9% | $6,342-95.5% |
| Admin fee / account holder | $246 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |