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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 | $10,027 | $202,342-95.0% | $172,752-94.2% | $152,897-93.4% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 25.55% | 1029.83%-1004.3pp | 802.97%-777.4pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,393 | $5,858-76.2% | $5,144-72.9% | $4,764-70.8% |
| Participant deferral / active EE | $1,855 | $5,948-68.8% | $5,198-64.3% | $5,851-68.3% |
| Admin fee / account holder | $172 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |