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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 | $14,841 | $197,625-92.5% | $177,840-91.7% | $158,966-90.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 42.44% | 58.76%-16.3pp | 48.32%-5.9pp | 302.95%-260.5pp |
| Employer contribution / active EE | $1,756 | $6,698-73.8% | $5,919-70.3% | $4,762-63.1% |
| Participant deferral / active EE | $2,489 | $8,405-70.4% | $7,714-67.7% | $5,983-58.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |