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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 | $20,577 | $217,432-90.5% | $185,849-88.9% | $167,536-87.7% |
| Participation rate | 28.6% | 86.1%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 10.72% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,278 | $5,875-78.2% | $5,169-75.3% | $4,839-73.6% |
| Participant deferral / active EE | $1,669 | $6,357-73.8% | $5,569-70.0% | $6,342-73.7% |
| Admin fee / account holder | $85 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |