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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 | $17,008 | $160,070-89.4% | $147,117-88.4% | $145,897-88.3% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 17.35% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,248 | $5,285-76.4% | $4,932-74.7% | $4,663-73.2% |
| Participant deferral / active EE | $1,977 | $8,419-76.5% | $8,065-75.5% | $6,689-70.4% |
| Admin fee / account holder | $103 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |