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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 | $14,941 | $165,399-91.0% | $149,745-90.0% | $158,982-90.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.45% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,631 | $5,105-68.1% | $4,646-64.9% | $4,763-65.8% |
| Participant deferral / active EE | $1,714 | $7,183-76.1% | $6,843-75.0% | $5,983-71.4% |
| Admin fee / account holder | $199 | $10,811-98.2% | $9,312-97.9% | $11,252-98.2% |