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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 | $19,422 | $165,381-88.3% | $149,730-87.0% | $158,966-87.8% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 21.31% | 348.29%-327.0pp | 276.70%-255.4pp | 302.95%-281.6pp |
| Employer contribution / active EE | $981 | $5,104-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $981 | $7,182-86.3% | $6,843-85.7% | $5,983-83.6% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |