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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 | $25,515 | $198,457-87.1% | $170,435-85.0% | $147,586-82.7% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 21.50% | 257.30%-235.8pp | 205.94%-184.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,567 | $6,183-74.6% | $5,432-71.1% | $4,876-67.9% |
| Participant deferral / active EE | $1,753 | $5,629-68.9% | $4,939-64.5% | $5,439-67.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |