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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 | $26,535 | $202,342-86.9% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 24.39% | 1029.83%-1005.4pp | 802.97%-778.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,902 | $5,858-67.5% | $5,144-63.0% | $4,764-60.1% |
| Participant deferral / active EE | $2,038 | $5,948-65.7% | $5,198-60.8% | $5,851-65.2% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,599-98.7% |