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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 | $17,299 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 25.59% | 91.02%-65.4pp | 80.50%-54.9pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,155 | $4,890-76.4% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $2,064 | $8,341-75.3% | $8,004-74.2% | $6,730-69.3% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |