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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 | $22,640 | $202,342-88.8% | $172,753-86.9% | $152,909-85.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 27.68% | 1029.88%-1002.2pp | 803.00%-775.3pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,113 | $5,857-63.9% | $5,144-58.9% | $4,764-55.7% |
| Participant deferral / active EE | $1,678 | $5,948-71.8% | $5,198-67.7% | $5,851-71.3% |
| Admin fee / account holder | $179 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |