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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 | $14,018 | $160,070-91.2% | $147,117-90.5% | $145,897-90.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.35% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,600 | $5,285-69.7% | $4,932-67.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,000 | $8,419-76.2% | $8,065-75.2% | $6,689-70.1% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |