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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 | $16,564 | $176,105-90.6% | $159,474-89.6% | $167,536-90.1% |
| Participation rate | 61.5% | 85.0%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 23.98% | 331.91%-307.9pp | 263.68%-239.7pp | 478.82%-454.8pp |
| Employer contribution / active EE | $1,020 | $5,299-80.7% | $4,831-78.9% | $4,839-78.9% |
| Participant deferral / active EE | $1,252 | $7,751-83.8% | $7,353-83.0% | $6,342-80.3% |
| Admin fee / account holder | $83 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |