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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 | $16,327 | $196,972-91.7% | $182,262-91.0% | $198,609-91.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 22.61% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,120 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $3,417 | $8,643-60.5% | $8,276-58.7% | $6,977-51.0% |
| Admin fee / account holder | $55 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |