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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 | $21,870 | $217,432-89.9% | $185,849-88.2% | $167,536-86.9% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 18.51% | 148.42%-129.9pp | 122.10%-103.6pp | 478.82%-460.3pp |
| Employer contribution / active EE | $1,580 | $5,875-73.1% | $5,169-69.4% | $4,839-67.4% |
| Participant deferral / active EE | $1,852 | $6,357-70.9% | $5,569-66.7% | $6,342-70.8% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |