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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 | $21,780 | $226,090-90.4% | $182,531-88.1% | $152,885-85.8% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.5%-13.2pp |
| Annual return | 15.90% | 192.57%-176.7pp | 148.57%-132.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $563 | $4,978-88.7% | $4,075-86.2% | $4,763-88.2% |
| Participant deferral / active EE | $1,138 | $6,369-82.1% | $5,525-79.4% | $5,851-80.5% |
| Admin fee / account holder | $99 | $10,705-99.1% | $8,593-98.8% | $11,598-99.1% |